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

Premier Path 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	$485K	Sell	1,743 -1,030	-37%	-$306K	0.06%	265
2026 Q2	$813K	Sell	2,773 -524	-16%	-$152K	0.09%	193
2026 Q1	$958K	Sell	3,297 -891	-21%	-$246K	0.12%	165
2025 Q4	$1.03M	Sell	4,188 -633	-13%	-$160K	0.13%	152
2025 Q3	$1.31M	Sell	4,821 -112	-2%	-$32.4K	0.17%	129
2025 Q2	$1.39M	Buy	4,933 +290	+6%	+$79.3K	0.19%	124
2025 Q1	$1.37M	Sell	4,643 -127	-3%	-$39.2K	0.21%	112
2024 Q4	$1.38M	Sell	4,770 -17	-0.4%	-$5.34K	0.21%	106
2024 Q3	$1.43M	Sell	4,787 -96	-2%	-$26.3K	0.22%	111
2024 Q2	$1.26M	Sell	4,883 -58	-1%	-$14.7K	0.21%	114
2024 Q1	$1.19M	Buy	4,941 +1,700	+52%	+$417K	0.22%	118
2023 Q4	$898K	Buy	+3,241	New	+$891K	0.2%	131

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

Premier Path Wealth Partners's APD Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Air Products & Chemicals (APD) stake by 37% in Q3 2026, selling an estimated $306K and leaving 1,743 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #265.

Premier Path Wealth Partners first reported a position in APD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q3 2024. 463 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Premier Path Wealth Partners held 1,743 shares of Air Products & Chemicals worth $485K as of Q3 2026.
Premier Path Wealth Partners sold 1,030 Air Products & Chemicals shares in Q3 2026, an estimated $306K.
Air Products & Chemicals made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #265 holding.
Premier Path Wealth Partners first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Air Products & Chemicals position peaked at $1.43M in Q3 2024.
463 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.