Wealth Enhancement Advisory Services
APD icon

Wealth Enhancement Advisory Services’s Air Products & Chemicals APD Stock Holding History

Wealth Enhancement Advisory Services’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 		$20.4M Sell
82,672
-89,779
-52% -$26.1M 0.03% 438
2026
Q1 		$45.8M Sell
172,451
-69,502
-29% -$19.2M 0.09% 202
2025
Q4 		$62.6M Sell
241,953
-8,542
-3% -$2.17M 0.08% 219
2025
Q3 		$67.9M Sell
250,495
-3,374
-1% -$977K 0.1% 185
2025
Q2 		$74.1M Buy
253,869
+34,059
+15% +$9.32M 0.12% 164
2025
Q1 		$64.8M Sell
219,810
-148,048
-40% -$45.7M 0.12% 162
2024
Q4 		$107M Buy
367,858
+132,639
+56% +$41.7M 0.2% 99
2024
Q3 		$70M Buy
235,219
+4,499
+2% +$1.23M 0.15% 135
2024
Q2 		$59.5M Buy
230,720
+8,323
+4% +$2.11M 0.14% 148
2024
Q1 		$53.9M Buy
222,397
+13,946
+7% +$3.42M 0.14% 150
2023
Q4 		$57.1M Sell
208,451
-17,612
-8% -$4.84M 0.17% 133
2023
Q3 		$64.1M Buy
226,063
+206,807
+1,074% +$60.7M 0.21% 105
2023
Q2 		$5.77M Buy
19,256
+15,815
+460% +$4.5M 0.06% 117
2023
Q1 		$988K Buy
+3,441
New +$1M 0.01% 306
2020
Q1 		– Sell
-13,479
Closed -$3.17M – 218
2019
Q4 		$3.17M Buy
13,479
+9,791
+265% +$2.21M 0.11% 81
2019
Q3 		$801K Buy
+3,688
New +$830K 0.03% 175
2017
Q3 		– Sell
-10,082
Closed -$1.45M – 141
2017
Q2 		$1.45M Buy
+10,082
New +$1.43M 0.13% 76

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

Wealth Enhancement Advisory Services's APD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Air Products & Chemicals (APD) stake by 52% in Q2 2026, selling an estimated $26.1M and leaving 82,672 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #438.

Wealth Enhancement Advisory Services first reported a position in APD in Q2 2017 and has held it in 17 quarters since. The position peaked at $107M in Q4 2024. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 82,672 shares of Air Products & Chemicals worth $20.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 89,779 Air Products & Chemicals shares in Q2 2026, an estimated $26.1M.
  • Air Products & Chemicals made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #438 holding.
  • Wealth Enhancement Advisory Services first reported a position in Air Products & Chemicals in Q2 2017 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Air Products & Chemicals position peaked at $107M in Q4 2024.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.