Apella Capital’s Air Products & Chemicals APD Stock Holding History

Apella Capital’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 Q3	$579K	Sell	2,080 -6	-0.3%	-$1.78K	0.01%	479
2026 Q2	$636K	Buy	2,086 +14	+0.7%	+$4.07K	0.01%	431
2026 Q1	$605K	Buy	2,072 +668	+48%	+$184K	0.01%	427
2025 Q4	$347K	Buy	1,404 +376	+37%	+$95.3K	0.01%	416
2025 Q3	$260K	Buy	1,028 +94	+10%	+$27.2K	0.01%	418
2025 Q2	$270K	Buy	934 +3	+0.3%	+$821	0.01%	367
2025 Q1	$251K	Buy	+931	New	+$287K	0.01%	338

Other funds holding APD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Apella Capital's APD Position: Q3 2026 in Review

Apella Capital reduced its Air Products & Chemicals (APD) stake by 0.29% in Q3 2026, selling an estimated $1.78K and leaving 2,080 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #479.

Apella Capital first reported a position in APD in Q1 2025 and has held it in 7 quarters since. The position peaked at $636K in Q2 2026. 511 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Apella Capital held 2,080 shares of Air Products & Chemicals worth $579K as of Q3 2026.
Apella Capital sold 6 Air Products & Chemicals shares in Q3 2026, an estimated $1.78K.
Air Products & Chemicals made up 0.01% of Apella Capital's portfolio in Q3 2026, its #479 holding.
Apella Capital first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 7 quarters since.
Apella Capital's Air Products & Chemicals position peaked at $636K in Q2 2026.
511 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.