Physician Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Physician 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	$41.9K	Sell	143 -55	-28%	-$16K	0.01%	473
2026 Q1	$57.5K	Buy	198 +9	+5%	+$2.48K	0.01%	374
2025 Q4	$46.7K	Buy	189 +45	+31%	+$11.4K	0.01%	405
2025 Q3	$39.3K	Sell	144 -29	-17%	-$8.39K	0.01%	418
2025 Q2	$48.9K	Sell	173 -2	-1%	-$547	0.01%	346
2025 Q1	$51.6K	Hold	175	–	–	0.01%	332
2024 Q4	$50.7K	Buy	+175	New	+$55K	0.01%	339

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 28% in Q2 2026, selling an estimated $16K and leaving 143 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #473.

Physician Wealth Advisors first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.5K in Q1 2026. 403 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Physician Wealth Advisors held 143 shares of Air Products & Chemicals worth $41.9K as of Q2 2026.
Physician Wealth Advisors sold 55 Air Products & Chemicals shares in Q2 2026, an estimated $16K.
Air Products & Chemicals made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #473 holding.
Physician Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Air Products & Chemicals position peaked at $57.5K in Q1 2026.
403 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.