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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
Q3 		$517K Buy
1,857
+431
+30% +$128K 0.05% 345
2026
Q2 		$418K Sell
1,426
-31
-2% -$9.02K 0.04% 354
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

United Advisor Group's APD Position: Q3 2026 in Review

United Advisor Group increased its Air Products & Chemicals (APD) stake by 30% in Q3 2026, buying an estimated $128K and bringing the position to 1,857 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #345.

United Advisor Group first reported a position in APD in Q3 2025 and has held it in 5 quarters since. 986 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • United Advisor Group held 1,857 shares of Air Products & Chemicals worth $517K as of Q3 2026.
  • United Advisor Group bought 431 Air Products & Chemicals shares in Q3 2026, an estimated $128K.
  • Air Products & Chemicals made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #345 holding.
  • United Advisor Group first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 5 quarters since.
  • 986 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.