Precedent Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Precedent Wealth Partners’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	$2.39M	Buy	8,592 +1,538	+22%	+$457K	0.37%	81
2026 Q2	$2.07M	Buy	7,054 +489	+7%	+$142K	0.34%	85
2026 Q1	$1.91M	Buy	6,565 +1,306	+25%	+$360K	0.38%	79
2025 Q4	$1.3M	Buy	5,259 +117	+2%	+$29.7K	0.27%	100
2025 Q3	$1.4M	Buy	5,142 +474	+10%	+$137K	0.31%	93
2025 Q2	$1.32M	Buy	4,668 +851	+22%	+$233K	0.32%	91
2025 Q1	$1.13M	Buy	3,817 +785	+26%	+$242K	0.31%	86
2024 Q4	$879K	Buy	3,032 +159	+6%	+$49.9K	0.29%	91
2024 Q3	$855K	Buy	2,873 +522	+22%	+$143K	0.28%	92
2024 Q2	$607K	Buy	2,351 +470	+25%	+$119K	0.24%	93
2024 Q1	$456K	Buy	1,881 +324	+21%	+$79.4K	0.2%	101
2023 Q4	$426K	Buy	+1,557	New	+$428K	0.22%	95

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

Precedent Wealth Partners's APD Position: Q3 2026 in Review

Precedent Wealth Partners increased its Air Products & Chemicals (APD) stake by 22% in Q3 2026, buying an estimated $457K and bringing the position to 8,592 shares worth $2.39M. The position accounts for 0.37% of the portfolio, ranked #81.

Precedent Wealth Partners first reported a position in APD in Q4 2023 and has held it in 12 quarters since. 463 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Precedent Wealth Partners held 8,592 shares of Air Products & Chemicals worth $2.39M as of Q3 2026.
Precedent Wealth Partners bought 1,538 Air Products & Chemicals shares in Q3 2026, an estimated $457K.
Air Products & Chemicals made up 0.37% of Precedent Wealth Partners's portfolio in Q3 2026, its #81 holding.
Precedent Wealth Partners first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 12 quarters since.
463 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.