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Olistico Wealth’s Air Products & Chemicals APD Stock Holding History

Olistico Wealth’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 		$36.2K Sell
130
-70
-35% -$20.8K 0.02% 185
2026
Q2 		$58.6K Hold
200
– – 0.03% 154
2026
Q1 		$58.1K Hold
200
– – 0.03% 152
2025
Q4 		$49.4K Buy
+200
New +$50.7K 0.02% 162
2025
Q3 		– Sell
-300
Closed -$84.6K – 109
2025
Q2 		$84.6K Hold
300
– – 0.05% 134
2025
Q1 		$88.5K Sell
300
-890
-75% -$274K 0.05% 130
2024
Q4 		$345K Buy
1,190
+100
+9% +$31.4K 0.2% 75
2024
Q3 		$325K Buy
1,090
+200
+22% +$54.7K 0.2% 82
2024
Q2 		$230K Sell
890
-101
-10% -$25.6K 0.15% 94
2024
Q1 		$240K Sell
991
-19
-2% -$4.66K 0.17% 97
2023
Q4 		$277K Sell
1,010
-36
-3% -$9.9K 0.22% 88
2023
Q3 		$296K Hold
1,046
– – 0.26% 82
2023
Q2 		$313K Hold
1,046
– – 0.27% 88
2023
Q1 		$300K Buy
1,046
+56
+6% +$16.3K 0.29% 80
2022
Q4 		$305K Buy
+990
New +$279K 0.33% 78

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

Olistico Wealth's APD Position: Q3 2026 in Review

Olistico Wealth reduced its Air Products & Chemicals (APD) stake by 35% in Q3 2026, selling an estimated $20.8K and leaving 130 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #185.

Olistico Wealth first reported a position in APD in Q4 2022 and has held it in 15 quarters since. The position peaked at $345K in Q4 2024. 89 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Olistico Wealth held 130 shares of Air Products & Chemicals worth $36.2K as of Q3 2026.
  • Olistico Wealth sold 70 Air Products & Chemicals shares in Q3 2026, an estimated $20.8K.
  • Air Products & Chemicals made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #185 holding.
  • Olistico Wealth first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Air Products & Chemicals position peaked at $345K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

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