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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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Cyndeo Wealth Partners's APD Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Air Products & Chemicals (APD) stake by 0.38% in Q2 2026, selling an estimated $1.45K and leaving 1,302 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #393.

Cyndeo Wealth Partners first reported a position in APD in Q4 2022 and has held it in 15 quarters since. The position peaked at $451K in Q2 2024. 390 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Cyndeo Wealth Partners held 1,302 shares of Air Products & Chemicals worth $382K as of Q2 2026.
  • Cyndeo Wealth Partners sold 5 Air Products & Chemicals shares in Q2 2026, an estimated $1.45K.
  • Air Products & Chemicals made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • Cyndeo Wealth Partners first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Air Products & Chemicals position peaked at $451K in Q2 2024.
  • 390 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.