Cyndeo Wealth Partners
APD icon

Cyndeo Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Cyndeo Wealth Partners’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 		$364K Buy
1,309
+7
+0.5% +$2.08K 0.02% 409
2026
Q2 		$382K Sell
1,302
-5
-0.4% -$1.45K 0.02% 393
2026
Q1 		$380K Buy
1,307
+24
+2% +$6.62K 0.02% 369
2025
Q4 		$317K Sell
1,283
-11
-0.9% -$2.79K 0.02% 389
2025
Q3 		$353K Buy
1,294
+76
+6% +$22K 0.02% 363
2025
Q2 		$344K Sell
1,218
-1
-0.1% -$274 0.02% 362
2025
Q1 		$360K Buy
1,219
+1
+0.1% +$308 0.02% 337
2024
Q4 		$353K Hold
1,218
– – 0.02% 347
2024
Q3 		$363K Sell
1,218
-528
-30% -$144K 0.03% 343
2024
Q2 		$451K Buy
1,746
+521
+43% +$132K 0.04% 294
2024
Q1 		$297K Buy
1,225
+7
+0.6% +$1.72K 0.02% 326
2023
Q4 		$333K Sell
1,218
-13
-1% -$3.57K 0.03% 295
2023
Q3 		$349K Buy
1,231
+327
+36% +$95.9K 0.04% 257
2023
Q2 		$271K Sell
904
-118
-12% -$33.6K 0.03% 280
2023
Q1 		$294K Sell
1,022
-4
-0.4% -$1.17K 0.03% 264
2022
Q4 		$316K Buy
+1,026
New +$289K 0.04% 254

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cyndeo Wealth Partners's APD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Air Products & Chemicals (APD) stake by 0.54% in Q3 2026, buying an estimated $2.08K and bringing the position to 1,309 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #409.

Cyndeo Wealth Partners first reported a position in APD in Q4 2022 and has held it in 16 quarters since. The position peaked at $451K in Q2 2024. 1,153 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Cyndeo Wealth Partners held 1,309 shares of Air Products & Chemicals worth $364K as of Q3 2026.
  • Cyndeo Wealth Partners bought 7 Air Products & Chemicals shares in Q3 2026, an estimated $2.08K.
  • Air Products & Chemicals made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #409 holding.
  • Cyndeo Wealth Partners first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Air Products & Chemicals position peaked at $451K in Q2 2024.
  • 1,153 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.