UAG
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United Advisor Group’s Air Products & Chemicals APD Stock Holding History

United Advisor Group’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$423K Buy
1,457
+66
+5% +$18.2K 0.05% 324
2025
Q4 		$344K Buy
1,391
+429
+45% +$109K 0.04% 350
2025
Q3 		$262K Buy
+962
New +$278K 0.04% 394

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Advisor Group's APD Position: Q1 2026 in Review

United Advisor Group increased its Air Products & Chemicals (APD) stake by 4.7% in Q1 2026, buying an estimated $18.2K and bringing the position to 1,457 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #324.

United Advisor Group first reported a position in APD in Q3 2025 and has held it in 3 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • United Advisor Group held 1,457 shares of Air Products & Chemicals worth $423K as of Q1 2026.
  • United Advisor Group bought 66 Air Products & Chemicals shares in Q1 2026, an estimated $18.2K.
  • Air Products & Chemicals made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #324 holding.
  • United Advisor Group first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 3 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.