Valeo Financial Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $768K | Buy |
2,619
+141
| +6% | +$41K | 0.02% | 348 |
|
|
2026
Q1 | $720K | Sell |
2,478
-807
| -25% | -$223K | 0.02% | 327 |
|
|
2025
Q4 | $812K | Sell |
3,285
-1,249
| -28% | -$317K | 0.02% | 352 |
|
|
2025
Q3 | $1.24M | Buy |
4,534
+866
| +24% | +$251K | 0.03% | 255 |
|
|
2025
Q2 | $1.03M | Buy |
3,668
+711
| +24% | +$195K | 0.03% | 289 |
|
|
2025
Q1 | $872K | Sell |
2,957
-82
| -3% | -$25.3K | 0.02% | 286 |
|
|
2024
Q4 | $881K | Sell |
3,039
-33
| -1% | -$10.4K | 0.02% | 293 |
|
|
2024
Q3 | $915K | Sell |
3,072
-63
| -2% | -$17.2K | 0.03% | 278 |
|
|
2024
Q2 | $809K | Sell |
3,135
-192
| -6% | -$48.7K | 0.03% | 280 |
|
|
2024
Q1 | $781K | Buy |
3,327
+30
| +0.9% | +$7.35K | 0.03% | 274 |
|
|
2023
Q4 | $903K | Sell |
3,297
-590
| -15% | -$162K | 0.04% | 241 |
|
|
2023
Q3 | $1.1M | Buy |
3,887
+245
| +7% | +$71.9K | 0.05% | 191 |
|
|
2023
Q2 | $1.09M | Buy |
3,642
+483
| +15% | +$138K | 0.05% | 193 |
|
|
2023
Q1 | $907K | Buy |
3,159
+130
| +4% | +$37.9K | 0.04% | 224 |
|
|
2022
Q4 | $934K | Buy |
3,029
+396
| +15% | +$112K | 0.05% | 194 |
|
|
2022
Q3 | $613K | Buy |
2,633
+1,069
| +68% | +$265K | 0.04% | 228 |
|
|
2022
Q2 | $376K | Buy |
1,564
+632
| +68% | +$154K | 0.02% | 298 |
|
|
2022
Q1 | $233K | Buy |
932
+63
| +7% | +$16.2K | 0.01% | 508 |
|
|
2021
Q4 | $264K | Sell |
869
-25
| -3% | -$7.34K | 0.01% | 440 |
|
|
2021
Q3 | $229K | Buy |
+894
| New | +$247K | 0.01% | 464 |
|
|
2021
Q2 | – | Sell |
-654
| Closed | -$184K | – | 591 |
|
|
2021
Q1 | $184K | Sell |
654
-87
| -12% | -$23.6K | 0.01% | 464 |
|
|
2020
Q4 | $202K | Buy |
741
+30
| +4% | +$8.45K | 0.01% | 421 |
|
|
2020
Q3 | $212K | Sell |
711
-710
| -50% | -$204K | 0.02% | 317 |
|
|
2020
Q2 | $343K | Buy |
1,421
+117
| +9% | +$26.7K | 0.03% | 231 |
|
|
2020
Q1 | $286K | Buy |
1,304
+199
| +18% | +$45.4K | 0.03% | 233 |
|
|
2019
Q4 | $260K | Sell |
1,105
-18
| -2% | -$4.06K | 0.03% | 269 |
|
|
2019
Q3 | $249K | Buy |
1,123
+900
| +404% | +$202K | 0.03% | 261 |
|
|
2019
Q2 | $50K | Sell |
223
-192
| -46% | -$39.7K | 0.01% | 592 |
|
|
2019
Q1 | $79K | Buy |
415
+18
| +5% | +$3.1K | 0.01% | 456 |
|
|
2018
Q4 | $64K | Hold |
397
| – | – | 0.01% | 462 |
|
|
2018
Q3 | $61K | Buy |
397
+189
| +91% | +$30.8K | 0.01% | 511 |
|
|
2018
Q2 | $34K | Buy |
208
+11
| +6% | +$1.8K | ﹤0.01% | 629 |
|
|
2018
Q1 | $31K | Sell |
197
-153
| -44% | -$25.2K | 0.01% | 601 |
|
|
2017
Q4 | $57K | Sell |
350
-231
| -40% | -$36.8K | 0.01% | 445 |
|
|
2017
Q3 | $88K | Buy |
+581
| New | +$85.1K | 0.02% | 308 |
|
Other funds holding APD
Valeo Financial Advisors's APD Position: Q2 2026 in Review
Valeo Financial Advisors increased its Air Products & Chemicals (APD) stake by 5.7% in Q2 2026, buying an estimated $41K and bringing the position to 2,619 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #348.
Valeo Financial Advisors first reported a position in APD in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.24M in Q3 2025. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.
- Valeo Financial Advisors held 2,619 shares of Air Products & Chemicals worth $768K as of Q2 2026.
- Valeo Financial Advisors bought 141 Air Products & Chemicals shares in Q2 2026, an estimated $41K.
- Air Products & Chemicals made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #348 holding.
- Valeo Financial Advisors first reported a position in Air Products & Chemicals in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's Air Products & Chemicals position peaked at $1.24M in Q3 2025.
- 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.