Herold Advisors
APD icon

Herold Advisors’s Air Products & Chemicals APD Stock Holding History

Herold 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 		$682K Sell
2,450
-180
-7% -$53.5K 0.13% 153
2026
Q2 		$772K Sell
2,630
-50
-2% -$14.5K 0.15% 144
2026
Q1 		$779K Hold
2,680
– – 0.17% 130
2025
Q4 		$662K Sell
2,680
-128
-5% -$32.4K 0.15% 146
2025
Q3 		$766K Buy
2,808
+726
+35% +$210K 0.18% 132
2025
Q2 		$587K Sell
2,082
-844
-29% -$231K 0.12% 172
2025
Q1 		$863K Sell
2,926
-1,837
-39% -$567K 0.19% 128
2024
Q4 		$1.38M Buy
4,763
+76
+2% +$23.9K 0.3% 88
2024
Q3 		$1.4M Buy
4,687
+23
+0.5% +$6.29K 0.3% 89
2024
Q2 		$1.2M Sell
4,664
-1,379
-23% -$350K 0.28% 108
2024
Q1 		$1.46M Buy
6,043
+1,196
+25% +$293K 0.35% 76
2023
Q4 		$1.33M Sell
4,847
-200
-4% -$55K 0.37% 80
2023
Q3 		$1.43M Buy
5,047
+2,762
+121% +$810K 0.44% 65
2023
Q2 		$684K Buy
2,285
+35
+2% +$10K 0.21% 127
2023
Q1 		$646K Sell
2,250
-275
-11% -$80.3K 0.22% 114
2022
Q4 		$778K Hold
2,525
– – 0.33% 92
2022
Q3 		$587K Hold
2,525
– – 0.28% 98
2022
Q2 		$607K Hold
2,525
– – 0.27% 105
2022
Q1 		$631K Hold
2,525
– – 0.22% 110
2021
Q4 		$768K Hold
2,525
– – 0.3% 101
2021
Q3 		$646K Buy
+2,525
New +$698K 0.25% 107

Other funds holding APD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Herold Advisors's APD Position: Q3 2026 in Review

Herold Advisors reduced its Air Products & Chemicals (APD) stake by 6.8% in Q3 2026, selling an estimated $53.5K and leaving 2,450 shares worth $682K. The position accounts for 0.13% of the portfolio, ranked #153.

Herold Advisors first reported a position in APD in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q1 2024. 463 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Herold Advisors held 2,450 shares of Air Products & Chemicals worth $682K as of Q3 2026.
  • Herold Advisors sold 180 Air Products & Chemicals shares in Q3 2026, an estimated $53.5K.
  • Air Products & Chemicals made up 0.13% of Herold Advisors's portfolio in Q3 2026, its #153 holding.
  • Herold Advisors first reported a position in Air Products & Chemicals in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Air Products & Chemicals position peaked at $1.46M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.