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

Broadwater 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 Q2	$322K	Hold	1,100	–	–	0.23%	63
2026 Q1	$272K	Hold	1,100	–	–	0.2%	65
2025 Q4	$272K	Hold	1,100	–	–	0.2%	65
2025 Q3	$300K	Sell	1,100 -309,166	-100%	-$89.5M	0.22%	67
2025 Q2	$310M	Buy	310,266 +309,166	+28,106%	+$84.6M	0.24%	66
2025 Q1	$324K	Hold	1,100	–	–	0.25%	65
2024 Q4	$319K	Hold	1,100	–	–	0.24%	65
2024 Q3	$328K	Hold	1,100	–	–	0.24%	66
2024 Q2	$284K	Hold	1,100	–	–	0.22%	66
2024 Q1	$266K	Sell	1,100 -50	-4%	-$12.3K	0.2%	70
2023 Q4	$315K	Buy	+1,150	New	+$316K	0.25%	65

Other funds holding APD

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Broadwater Capital's APD Position: Q2 2026 in Review

Broadwater Capital held its Air Products & Chemicals (APD) position steady in Q2 2026 at 1,100 shares worth $322K. The position accounts for 0.23% of the portfolio, ranked #63.

Broadwater Capital first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $310M in Q2 2025. 954 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Broadwater Capital held 1,100 shares of Air Products & Chemicals worth $322K as of Q2 2026.
Broadwater Capital left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.23% of Broadwater Capital's portfolio in Q2 2026, its #63 holding.
Broadwater Capital first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Air Products & Chemicals position peaked at $310M in Q2 2025.
954 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.