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

Wolf Group 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
Q1 		$1.37M Buy
+4,645
New +$1.43M 0.46% 68
2024
Q3 		– Sell
-5,070
Closed -$1.31M – 106
2024
Q2 		$1.31M Buy
+5,070
New +$1.29M 0.52% 63

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Wolf Group Capital Advisors's APD Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Air Products & Chemicals (APD) in Q1 2025: 4,645 shares worth $1.37M. The stake represents 0.46% of the portfolio and ranks #68 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in APD as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in APD in Q2 2024 and has held it in 2 quarters since. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Wolf Group Capital Advisors held 4,645 shares of Air Products & Chemicals worth $1.37M as of Q1 2025.
  • Air Products & Chemicals was a new Wolf Group Capital Advisors position in Q1 2025.
  • Air Products & Chemicals made up 0.46% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #68 holding.
  • Wolf Group Capital Advisors first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 2 quarters since.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.