DT
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Diversified Trust’s Air Products & Chemicals APD Stock Holding History

Diversified Trust’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 		$1.87M Buy
6,395
+4,458
+230% +$1.3M 0.03% 289
2026
Q1 		$563K Buy
1,937
+484
+33% +$133K 0.01% 656
2025
Q4 		$359K Sell
1,453
-218
-13% -$55.3K 0.01% 772
2025
Q3 		$456K Sell
1,671
-36
-2% -$10.4K 0.01% 669
2025
Q2 		$481K Buy
1,707
+195
+13% +$53.4K 0.01% 603
2025
Q1 		$446K Buy
1,512
+81
+6% +$25K 0.01% 611
2024
Q4 		$415K Buy
1,431
+10
+0.7% +$3.14K 0.01% 641
2024
Q3 		$423K Sell
1,421
-91
-6% -$24.9K 0.01% 640
2024
Q2 		$390K Sell
1,512
-1,469
-49% -$373K 0.01% 609
2024
Q1 		$722K Sell
2,981
-145
-5% -$35.5K 0.02% 417
2023
Q4 		$856K Sell
3,126
-329
-10% -$90.5K 0.03% 333
2023
Q3 		$979K Sell
3,455
-348
-9% -$102K 0.04% 268
2023
Q2 		$1.14M Buy
3,803
+458
+14% +$130K 0.04% 242
2023
Q1 		$961K Sell
3,345
-328
-9% -$95.7K 0.04% 275
2022
Q4 		$1.13M Buy
3,673
+1,480
+67% +$417K 0.05% 212
2022
Q3 		$510K Buy
2,193
+1,154
+111% +$286K 0.02% 385
2022
Q2 		$250K Sell
1,039
-53
-5% -$12.9K 0.01% 616
2022
Q1 		$273K Buy
1,092
+185
+20% +$47.5K 0.01% 655
2021
Q4 		$276K Buy
+907
New +$266K 0.01% 667
2021
Q2 		– Sell
-1,114
Closed -$313K – 794
2021
Q1 		$313K Sell
1,114
-500
-31% -$136K 0.01% 521
2020
Q4 		$441K Buy
1,614
+198
+14% +$55.8K 0.02% 383
2020
Q3 		$422K Buy
+1,416
New +$407K 0.02% 346

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

Diversified Trust's APD Position: Q2 2026 in Review

Diversified Trust increased its Air Products & Chemicals (APD) stake by 230% in Q2 2026, buying an estimated $1.3M and bringing the position to 6,395 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #289.

Diversified Trust first reported a position in APD in Q3 2020 and has held it in 22 quarters since. 434 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Diversified Trust held 6,395 shares of Air Products & Chemicals worth $1.87M as of Q2 2026.
  • Diversified Trust bought 4,458 Air Products & Chemicals shares in Q2 2026, an estimated $1.3M.
  • Air Products & Chemicals made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #289 holding.
  • Diversified Trust first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 22 quarters since.
  • 434 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.