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Everhart Financial Group’s Air Products & Chemicals APD Stock Holding History

Everhart Financial Group’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 		$361K Sell
1,232
-315
-20% -$91.6K 0.02% 332
2026
Q1 		$449K Buy
1,547
+283
+22% +$78K 0.04% 292
2025
Q4 		$312K Sell
1,264
-142
-10% -$36K 0.03% 321
2025
Q3 		$383K Buy
1,406
+224
+19% +$64.8K 0.04% 281
2025
Q2 		$333K Sell
1,182
-98
-8% -$26.8K 0.04% 277
2025
Q1 		$377K Buy
1,280
+80
+7% +$24.7K 0.05% 247
2024
Q4 		$348K Buy
1,200
+110
+10% +$34.5K 0.07% 242
2024
Q3 		$325K Buy
1,090
+136
+14% +$37.2K 0.07% 250
2024
Q2 		$246K Buy
954
+18
+2% +$4.57K 0.06% 253
2024
Q1 		$227K Sell
936
-130
-12% -$31.9K 0.07% 252
2023
Q4 		$292K Sell
1,066
-193
-15% -$53.1K 0.1% 184
2023
Q3 		$357K Buy
1,259
+55
+5% +$16.1K 0.15% 132
2023
Q2 		$361K Buy
1,204
+94
+8% +$26.8K 0.15% 133
2023
Q1 		$319K Buy
1,110
+146
+15% +$42.6K 0.14% 128
2022
Q4 		$297K Sell
964
-87
-8% -$24.5K 0.15% 122
2022
Q3 		$245K Sell
1,051
-96
-8% -$23.8K 0.14% 153
2022
Q2 		$276K Buy
+1,147
New +$279K 0.17% 125

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

Everhart Financial Group's APD Position: Q2 2026 in Review

Everhart Financial Group reduced its Air Products & Chemicals (APD) stake by 20% in Q2 2026, selling an estimated $91.6K and leaving 1,232 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #332.

Everhart Financial Group first reported a position in APD in Q2 2022 and has held it in 17 quarters since. The position peaked at $449K in Q1 2026. 434 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Everhart Financial Group held 1,232 shares of Air Products & Chemicals worth $361K as of Q2 2026.
  • Everhart Financial Group sold 315 Air Products & Chemicals shares in Q2 2026, an estimated $91.6K.
  • Air Products & Chemicals made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #332 holding.
  • Everhart Financial Group first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Air Products & Chemicals position peaked at $449K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.