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

Elevation 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	$44.6K	Hold	152	–	–	0.01%	333
2026 Q1	$44.2K	Buy	152 +5	+3%	+$1.38K	0.02%	261
2025 Q4	$36.3K	Sell	147 -3	-2%	-$760	0.01%	279
2025 Q3	$40.9K	Buy	150 +3	+2%	+$868	0.01%	264
2025 Q2	$41.5K	Hold	147	–	–	0.02%	253
2025 Q1	$43.4K	Hold	147	–	–	0.02%	246
2024 Q4	$42.6K	Buy	147 +10	+7%	+$3.14K	0.02%	246
2024 Q3	$40.8K	Hold	137	–	–	0.02%	238
2024 Q2	$35.4K	Hold	137	–	–	0.02%	246
2024 Q1	$33.2K	Sell	137 -150	-52%	-$36.8K	0.02%	258
2023 Q4	$81.3K	Hold	287	–	–	0.05%	171
2023 Q3	$81.3K	Hold	287	–	–	0.07%	112
2023 Q2	$86K	Sell	287 -67	-19%	-$19.1K	0.07%	112
2023 Q1	$102K	Buy	+354	New	+$103K	0.09%	102

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

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

Elevation Wealth Partners held its Air Products & Chemicals (APD) position steady in Q2 2026 at 152 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #333.

Elevation Wealth Partners first reported a position in APD in Q1 2023 and has held it in 14 quarters since. The position peaked at $102K in Q1 2023. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Elevation Wealth Partners held 152 shares of Air Products & Chemicals worth $44.6K as of Q2 2026.
Elevation Wealth Partners left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #333 holding.
Elevation Wealth Partners first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Air Products & Chemicals position peaked at $102K in Q1 2023.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.