InvesTrust’s Air Products & Chemicals APD Stock Holding History

InvesTrust’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	$2.38M	Sell	8,558 -1,580	-16%	-$470K	0.96%	33
2026 Q2	$2.97M	Sell	10,138 -11	-0.1%	-$3.2K	1.14%	31
2026 Q1	$2.95M	Buy	10,149 +38	+0.4%	+$10.5K	1.24%	27
2025 Q4	$2.5M	Buy	10,111 +158	+2%	+$40.1K	0.97%	32
2025 Q3	$2.71M	Buy	9,953 +18	+0.2%	+$5.21K	0.99%	34
2025 Q2	$2.8M	Sell	9,935 -16,191	-62%	-$4.43M	1.08%	32
2025 Q1	$7.71M	Buy	26,126 +50	+0.2%	+$15.4K	2.11%	14
2024 Q4	$7.55M	Buy	+26,076	New	+$8.19M	2.1%	17

Other funds holding APD

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

InvesTrust's APD Position: Q3 2026 in Review

InvesTrust reduced its Air Products & Chemicals (APD) stake by 16% in Q3 2026, selling an estimated $470K and leaving 8,558 shares worth $2.38M. The position accounts for 0.96% of the portfolio, ranked #33.

InvesTrust first reported a position in APD in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.71M in Q1 2025. 753 funds tracked by Wall St. Rank hold APD as of Q3 2026.

InvesTrust held 8,558 shares of Air Products & Chemicals worth $2.38M as of Q3 2026.
InvesTrust sold 1,580 Air Products & Chemicals shares in Q3 2026, an estimated $470K.
Air Products & Chemicals made up 0.96% of InvesTrust's portfolio in Q3 2026, its #33 holding.
InvesTrust first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Air Products & Chemicals position peaked at $7.71M in Q1 2025.
753 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.