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WCG Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

WCG Wealth 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
Q2 		$4.21M Buy
14,363
+1,003
+8% +$292K 0.1% 192
2026
Q1 		$3.88M Buy
13,360
+397
+3% +$109K 0.11% 182
2025
Q4 		$3.2M Buy
+12,963
New +$3.29M 0.09% 207

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's APD Position: Q2 2026 in Review

WCG Wealth Advisors increased its Air Products & Chemicals (APD) stake by 7.5% in Q2 2026, buying an estimated $292K and bringing the position to 14,363 shares worth $4.21M. The position accounts for 0.1% of the portfolio, ranked #192.

WCG Wealth Advisors first reported a position in APD in Q4 2025 and has held it in 3 quarters since. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • WCG Wealth Advisors held 14,363 shares of Air Products & Chemicals worth $4.21M as of Q2 2026.
  • WCG Wealth Advisors bought 1,003 Air Products & Chemicals shares in Q2 2026, an estimated $292K.
  • Air Products & Chemicals made up 0.1% of WCG Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • WCG Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.