UCFA
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United Capital Financial Advisors’s Air Products & Chemicals APD Stock Holding History

United Capital Financial Advisors’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 		$6.22M Sell
21,404
-26,174
-55% -$7.22M 0.04% 322
2025
Q4 		$11.8M Buy
47,578
+3,337
+8% +$846K 0.07% 211
2025
Q3 		$12.1M Buy
44,241
+22,972
+108% +$6.65M 0.09% 178
2025
Q2 		$6M Buy
21,269
+38
+0.2% +$10.4K 0.05% 256
2025
Q1 		$6.26M Buy
21,231
+12
+0.1% +$3.7K 0.05% 245
2024
Q4 		$6.15M Buy
21,219
+108
+0.5% +$33.9K 0.05% 232
2024
Q3 		$6.29M Sell
21,111
-301
-1% -$82.3K 0.05% 233
2024
Q2 		$5.53M Sell
21,412
-1,363
-6% -$346K 0.05% 247
2024
Q1 		$5.52M Sell
22,775
-7,141
-24% -$1.75M 0.05% 267
2023
Q4 		$8.19M Buy
29,916
+20,060
+204% +$5.52M 0.07% 220
2023
Q3 		$2.79M Sell
9,856
-132
-1% -$38.7K 0.02% 377
2023
Q2 		$2.99M Buy
9,988
+3,304
+49% +$941K 0.02% 389
2023
Q1 		$1.92M Sell
6,684
-21,258
-76% -$6.2M 0.01% 455
2022
Q4 		$8.61M Sell
27,942
-123
-0.4% -$34.7K 0.05% 263
2022
Q3 		$6.53M Sell
28,065
-1,172
-4% -$290K 0.04% 293
2022
Q2 		$7.03M Sell
29,237
-9,847
-25% -$2.39M 0.04% 294
2022
Q1 		$9.77M Sell
39,084
-18,678
-32% -$4.8M 0.05% 284
2021
Q4 		$17.6M Sell
57,762
-995
-2% -$292K 0.08% 215
2021
Q3 		$15M Sell
58,757
-827
-1% -$229K 0.08% 223
2021
Q2 		$17.1M Buy
59,584
+1,168
+2% +$343K 0.09% 207
2021
Q1 		$16.4M Buy
58,416
+4,053
+7% +$1.1M 0.09% 206
2020
Q4 		$14.9M Buy
54,363
+11,352
+26% +$3.2M 0.09% 211
2020
Q3 		$12.8M Buy
43,011
+15,853
+58% +$4.56M 0.08% 218
2020
Q2 		$6.56M Buy
27,158
+1,092
+4% +$249K 0.05% 312
2020
Q1 		$5.2M Sell
26,066
-5,948
-19% -$1.36M 0.04% 330
2019
Q4 		$7.52M Buy
32,014
+6,045
+23% +$1.36M 0.05% 346
2019
Q3 		$5.76M Buy
25,969
+5,824
+29% +$1.31M 0.04% 379
2019
Q2 		$4.56M Buy
20,145
+545
+3% +$113K 0.03% 441
2019
Q1 		$3.74M Sell
19,600
-821
-4% -$141K 0.03% 464
2018
Q4 		$3.27M Buy
20,421
+12,226
+149% +$1.94M 0.03% 453
2018
Q3 		$1.37M Buy
8,195
+594
+8% +$96.7K 0.01% 691
2018
Q2 		$1.18M Sell
7,601
-364
-5% -$59.5K 0.01% 724
2018
Q1 		$1.27M Buy
7,965
+1,818
+30% +$300K 0.01% 713
2017
Q4 		$1.01M Buy
6,147
+114
+2% +$18.2K 0.01% 777
2017
Q3 		$912K Buy
6,033
+339
+6% +$49.7K 0.01% 800
2017
Q2 		$815K Buy
5,694
+89
+2% +$12.7K 0.01% 818
2017
Q1 		$758K Buy
5,605
+21
+0.4% +$2.96K 0.01% 817
2016
Q4 		$803K Sell
5,584
-3,212
-37% -$450K 0.01% 803
2016
Q3 		$1.22M Buy
8,796
+3,167
+56% +$439K 0.01% 720
2016
Q2 		$739K Sell
5,629
-632
-10% -$84.2K 0.01% 821
2016
Q1 		$834K Buy
6,261
+726
+13% +$87.8K 0.01% 744
2015
Q4 		$666K Buy
5,535
+168
+3% +$21.1K 0.01% 812
2015
Q3 		$633K Buy
5,367
+367
+7% +$46.7K 0.01% 828
2015
Q2 		$633K Buy
5,000
+997
+25% +$136K 0.01% 839
2015
Q1 		$531K Buy
4,003
+336
+9% +$46.5K 0.01% 877
2014
Q4 		$489K Sell
3,667
-316
-8% -$40K 0.01% 827
2014
Q3 		$480K Buy
+3,983
New +$487K 0.01% 803
2014
Q2 		– Sell
-2,378
Closed -$262K – 787
2014
Q1 		$262K Buy
+2,378
New +$252K 0.01% 812
2013
Q4 		– Sell
-2,292
Closed -$226K – 641
2013
Q3 		$226K Buy
+2,292
New +$218K 0.01% 609

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 Capital Financial Advisors's APD Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Air Products & Chemicals (APD) stake by 55% in Q1 2026, selling an estimated $7.22M and leaving 21,404 shares worth $6.22M. The position accounts for 0.04% of the portfolio, ranked #322.

United Capital Financial Advisors first reported a position in APD in Q3 2013 and has held it in 49 quarters since. The position peaked at $17.6M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • United Capital Financial Advisors held 21,404 shares of Air Products & Chemicals worth $6.22M as of Q1 2026.
  • United Capital Financial Advisors sold 26,174 Air Products & Chemicals shares in Q1 2026, an estimated $7.22M.
  • Air Products & Chemicals made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #322 holding.
  • United Capital Financial Advisors first reported a position in Air Products & Chemicals in Q3 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Air Products & Chemicals position peaked at $17.6M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.