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Worth Financial Advisory Group’s Air Products & Chemicals APD Stock Holding History

Worth Financial Advisory Group’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 		– Sell
-168
Closed -$1.14M – 207
2026
Q1 		$1.14M Buy
+168
New +$46.3K 0.5% 27

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

Worth Financial Advisory Group's APD Position: Q2 2026 in Review

Worth Financial Advisory Group sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 168 shares — an estimated $1.14M sold.

Worth Financial Advisory Group first reported a position in APD in Q1 2026 and held it in 1 quarter. The position peaked at $1.14M in Q1 2026. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Worth Financial Advisory Group reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 168 Air Products & Chemicals shares in Q2 2026, an estimated $1.14M.
  • Worth Financial Advisory Group first reported a position in Air Products & Chemicals in Q1 2026 and held it in 1 quarter.
  • Worth Financial Advisory Group's Air Products & Chemicals position peaked at $1.14M in Q1 2026.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.