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Westover Capital Advisors’s Air Products & Chemicals APD Stock Holding History

Westover Capital 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
2025
Q2 		– Sell
-704
Closed -$208K – 225
2025
Q1 		$208K Sell
704
-16
-2% -$4.93K 0.05% 227
2024
Q4 		$209K Hold
720
– – 0.05% 229
2024
Q3 		$214K Buy
+720
New +$197K 0.04% 233
2024
Q1 		– Sell
-3,825
Closed -$1.05M – 188
2023
Q4 		$1.05M Sell
3,825
-2,095
-35% -$576K 0.34% 74
2023
Q3 		$1.68M Sell
5,920
-349
-6% -$102K 0.61% 46
2023
Q2 		$1.88M Buy
6,269
+1,485
+31% +$423K 0.65% 42
2023
Q1 		$1.37M Sell
4,784
-82
-2% -$23.9K 0.51% 58
2022
Q4 		$1.5M Sell
4,866
-412
-8% -$116K 0.59% 51
2022
Q3 		$1.23M Sell
5,278
-153
-3% -$37.9K 0.47% 59
2022
Q2 		$1.31M Buy
5,431
+2,985
+122% +$726K 0.48% 56
2022
Q1 		$611K Sell
2,446
-7,734
-76% -$1.99M 0.19% 98
2021
Q4 		$3.1M Buy
10,180
+939
+10% +$276K 0.9% 32
2021
Q3 		$2.37M Buy
9,241
+7,195
+352% +$1.99M 0.74% 40
2021
Q2 		$589K Sell
2,046
-10
-0.5% -$2.94K 0.19% 93
2021
Q1 		$578K Sell
2,056
-263
-11% -$71.5K 0.2% 95
2020
Q4 		$634K Sell
2,319
-53
-2% -$14.9K 0.23% 87
2020
Q3 		$707K Sell
2,372
-174
-7% -$50.1K 0.29% 78
2020
Q2 		$615K Sell
2,546
-1,075
-30% -$245K 0.29% 77
2020
Q1 		$723K Sell
3,621
-102
-3% -$23.2K 0.39% 61
2019
Q4 		$875K Sell
3,723
-278
-7% -$62.7K 0.39% 61
2019
Q3 		$888K Sell
4,001
-4,386
-52% -$987K 0.42% 60
2019
Q2 		$1.9M Sell
8,387
-14
-0.2% -$2.9K 0.94% 39
2019
Q1 		$1.6M Sell
8,401
-164
-2% -$28.2K 0.83% 43
2018
Q4 		$1.37M Buy
+8,565
New +$1.36M 0.86% 40

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westover Capital Advisors's APD Position: Q2 2025 in Review

Westover Capital Advisors sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 704 shares — an estimated $208K sold.

Westover Capital Advisors first reported a position in APD in Q4 2018 and held it in 24 quarters. The position peaked at $3.1M in Q4 2021. 1,747 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Westover Capital Advisors reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 704 Air Products & Chemicals shares in Q2 2025, an estimated $208K.
  • Westover Capital Advisors first reported a position in Air Products & Chemicals in Q4 2018 and held it in 24 quarters.
  • Westover Capital Advisors's Air Products & Chemicals position peaked at $3.1M in Q4 2021.
  • 1,747 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.