Plan Group Financial’s Air Products & Chemicals APD Stock Holding History

Plan Group Financial’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	$461K	Buy	+1,525	New	+$454K	0.09%	128

Other funds holding APD

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Plan Group Financial's APD Position: Q3 2026 in Review

Plan Group Financial opened a new position in Air Products & Chemicals (APD) in Q3 2026: 1,525 shares worth $461K. The stake represents 0.09% of the portfolio and ranks #128 among its holdings.

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

Plan Group Financial held 1,525 shares of Air Products & Chemicals worth $461K as of Q3 2026.
Air Products & Chemicals was a new Plan Group Financial position in Q3 2026.
Air Products & Chemicals made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #128 holding.
535 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.