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

Heartwood 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
Q3 		$208K Hold
746
– – 0.02% 222
2026
Q2 		$219K Sell
746
-50
-6% -$14.5K 0.02% 223
2026
Q1 		$231K Buy
+796
New +$219K 0.02% 208
2025
Q4 		– Sell
-805
Closed -$220K – 232
2025
Q3 		$220K Buy
805
+9
+1% +$2.6K 0.02% 191
2025
Q2 		$225K Sell
796
-4
-0.5% -$1.09K 0.02% 178
2025
Q1 		$236K Hold
800
– – 0.03% 164
2024
Q4 		$232K Hold
800
– – 0.03% 154
2024
Q3 		$238K Sell
800
-471
-37% -$129K 0.03% 156
2024
Q2 		$328K Buy
+1,271
New +$322K 0.04% 126
2024
Q1 		– Sell
-798
Closed -$218K – 158
2023
Q4 		$218K Sell
798
-235
-23% -$64.6K 0.03% 133
2023
Q3 		$293K Hold
1,033
– – 0.04% 105
2023
Q2 		$309K Hold
1,033
– – 0.04% 108
2023
Q1 		$297K Buy
+1,033
New +$301K 0.04% 100

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors's APD Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Air Products & Chemicals (APD) position steady in Q3 2026 at 746 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #222.

Heartwood Wealth Advisors first reported a position in APD in Q1 2023 and has held it in 13 quarters since. The position peaked at $328K in Q2 2024. 89 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Heartwood Wealth Advisors held 746 shares of Air Products & Chemicals worth $208K as of Q3 2026.
  • Heartwood Wealth Advisors left its Air Products & Chemicals share count unchanged in Q3 2026.
  • Air Products & Chemicals made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #222 holding.
  • Heartwood Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 13 quarters since.
  • Heartwood Wealth Advisors's Air Products & Chemicals position peaked at $328K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.