Exencial Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Exencial Wealth Advisors’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 Q1	$746K	Buy	2,568 +47	+2%	+$13K	0.02%	332
2025 Q4	$623K	Sell	2,521 -19	-0.7%	-$4.82K	0.02%	355
2025 Q3	$693K	Buy	2,540 +53	+2%	+$15.3K	0.02%	332
2025 Q2	$701K	Sell	2,487 -123	-5%	-$33.7K	0.02%	332
2025 Q1	$770K	Buy	2,610 +64	+3%	+$19.7K	0.03%	318
2024 Q4	$738K	Buy	2,546 +25	+1%	+$7.85K	0.03%	317
2024 Q3	$751K	Sell	2,521 -123	-5%	-$33.6K	0.03%	305
2024 Q2	$682K	Buy	+2,644	New	+$671K	0.03%	314
2022 Q1	–	Sell	-678	Closed	-$206K	–	454
2021 Q4	$206K	Buy	+678	New	+$199K	0.01%	453
2020 Q4	–	Sell	-678	Closed	-$202K	–	373
2020 Q3	$202K	Buy	+678	New	+$195K	0.01%	342

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Exencial Wealth Advisors's APD Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Air Products & Chemicals (APD) stake by 1.9% in Q1 2026, buying an estimated $13K and bringing the position to 2,568 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #332.

Exencial Wealth Advisors first reported a position in APD in Q3 2020 and has held it in 10 quarters since. The position peaked at $770K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Exencial Wealth Advisors held 2,568 shares of Air Products & Chemicals worth $746K as of Q1 2026.
Exencial Wealth Advisors bought 47 Air Products & Chemicals shares in Q1 2026, an estimated $13K.
Air Products & Chemicals made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #332 holding.
Exencial Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 10 quarters since.
Exencial Wealth Advisors's Air Products & Chemicals position peaked at $770K in Q1 2025.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.