Elevation Wealth Partners
APD icon

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
Q3 		$45.6K Buy
164
+12
+8% +$3.57K 0.01% 417
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

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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Elevation Wealth Partners increased its Air Products & Chemicals (APD) stake by 7.9% in Q3 2026, buying an estimated $3.57K and bringing the position to 164 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #417.

Elevation Wealth Partners first reported a position in APD in Q1 2023 and has held it in 15 quarters since. The position peaked at $102K in Q1 2023. 932 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Elevation Wealth Partners held 164 shares of Air Products & Chemicals worth $45.6K as of Q3 2026.
  • Elevation Wealth Partners bought 12 Air Products & Chemicals shares in Q3 2026, an estimated $3.57K.
  • Air Products & Chemicals made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #417 holding.
  • Elevation Wealth Partners first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Air Products & Chemicals position peaked at $102K in Q1 2023.
  • 932 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.