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United Financial Planning Group’s Air Products & Chemicals APD Stock Holding History

United Financial Planning 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
Q2 		$3.81K Hold
13
– – ﹤0.01% 415
2026
Q1 		$3.78K Sell
13
-14
-52% -$3.86K ﹤0.01% 366
2025
Q4 		$6.67K Buy
+27
New +$6.84K ﹤0.01% 246

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Financial Planning Group's APD Position: Q2 2026 in Review

United Financial Planning Group held its Air Products & Chemicals (APD) position steady in Q2 2026 at 13 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

United Financial Planning Group first reported a position in APD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.67K in Q4 2025. 1,768 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • United Financial Planning Group held 13 shares of Air Products & Chemicals worth $3.81K as of Q2 2026.
  • United Financial Planning Group left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #415 holding.
  • United Financial Planning Group first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Air Products & Chemicals position peaked at $6.67K in Q4 2025.
  • 1,768 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.