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 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 $7.37B 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

Heartwood Wealth Advisors's APD Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 6.3% in Q2 2026, selling an estimated $14.5K and leaving 746 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #223.

Heartwood Wealth Advisors first reported a position in APD in Q1 2023 and has held it in 12 quarters since. The position peaked at $328K in Q2 2024. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Heartwood Wealth Advisors held 746 shares of Air Products & Chemicals worth $219K as of Q2 2026.
Heartwood Wealth Advisors sold 50 Air Products & Chemicals shares in Q2 2026, an estimated $14.5K.
Air Products & Chemicals made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #223 holding.
Heartwood Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 12 quarters since.
Heartwood Wealth Advisors's Air Products & Chemicals position peaked at $328K in Q2 2024.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.