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

Regent Peak 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 		$216K Buy
737
+48
+7% +$14K 0.04% 202
2026
Q1 		$200K Buy
+689
New +$190K 0.04% 197
2025
Q4 		– Sell
-1,111
Closed -$303K – 194
2025
Q3 		$303K Buy
+1,111
New +$322K 0.06% 131
2025
Q1 		$449K Sell
1,521
-679
-31% -$209K 0.11% 88
2024
Q4 		$638K Sell
2,200
-6,135
-74% -$1.93M 0.14% 69
2024
Q3 		$2.48M Sell
8,335
-1,026
-11% -$281K 0.57% 36
2024
Q2 		$2.42M Buy
9,361
+809
+9% +$205K 0.55% 41
2024
Q1 		$2.07M Buy
8,552
+484
+6% +$119K 0.53% 45
2023
Q4 		$2.21M Buy
8,068
+333
+4% +$91.6K 0.6% 42
2023
Q3 		$2.19M Buy
7,735
+62
+0.8% +$18.2K 0.67% 38
2023
Q2 		$2.3M Sell
7,673
-35
-0.5% -$9.97K 0.67% 37
2023
Q1 		$2.21M Buy
7,708
+18
+0.2% +$5.25K 0.68% 41
2022
Q4 		$2.37M Buy
7,690
+532
+7% +$150K 0.78% 34
2022
Q3 		$1.67M Buy
7,158
+133
+2% +$32.9K 0.59% 42
2022
Q2 		$1.69M Buy
7,025
+108
+2% +$26.3K 0.55% 44
2022
Q1 		$1.73M Buy
6,917
+376
+6% +$96.6K 0.5% 47
2021
Q4 		$1.99M Sell
6,541
-16
-0.2% -$4.7K 0.54% 41
2021
Q3 		$1.68M Buy
6,557
+36
+0.6% +$9.96K 0.48% 46
2021
Q2 		$1.9M Buy
6,521
+830
+15% +$244K 0.53% 43
2021
Q1 		$1.6M Buy
5,691
+96
+2% +$26.1K 0.53% 44
2020
Q4 		$1.53M Buy
5,595
+213
+4% +$60K 0.51% 42
2020
Q3 		$1.6M Buy
5,382
+227
+4% +$65.3K 0.68% 33
2020
Q2 		$1.25M Buy
5,155
+36
+0.7% +$8.22K 0.56% 42
2020
Q1 		$1.02M Buy
5,119
+105
+2% +$23.9K 0.57% 39
2019
Q4 		$1.18M Buy
+5,014
New +$1.13M 0.54% 39

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
PL
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Regent Peak Wealth Advisors's APD Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Air Products & Chemicals (APD) stake by 7% in Q2 2026, buying an estimated $14K and bringing the position to 737 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #202.

Regent Peak Wealth Advisors first reported a position in APD in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.48M in Q3 2024. 353 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Regent Peak Wealth Advisors held 737 shares of Air Products & Chemicals worth $216K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 48 Air Products & Chemicals shares in Q2 2026, an estimated $14K.
  • Air Products & Chemicals made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Regent Peak Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 25 quarters since.
  • Regent Peak Wealth Advisors's Air Products & Chemicals position peaked at $2.48M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.