Next Level Wealth Planning’s Air Products & Chemicals APD Stock Holding History

Next Level Wealth Planning’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	$13.9K	Buy	+50	New	+$14.9K	0.01%	303

Other funds holding APD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

Next Level Wealth Planning's APD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Air Products & Chemicals (APD) in Q3 2026: 50 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

986 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Next Level Wealth Planning held 50 shares of Air Products & Chemicals worth $13.9K as of Q3 2026.
Air Products & Chemicals was a new Next Level Wealth Planning position in Q3 2026.
Air Products & Chemicals made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #303 holding.
986 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.