Scharf Investments’s Air Products & Chemicals APD Stock Holding History

Scharf Investments’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	$856K	Sell	2,921 -272	-9%	-$79.1K	0.03%	60
2026 Q1	$928K	Sell	3,193 -1,376	-30%	-$379K	0.03%	58
2025 Q4	$1.13M	Sell	4,569 -1,344	-23%	-$341K	0.03%	55
2025 Q3	$1.61M	Sell	5,913 -500,687	-99%	-$145M	0.04%	54
2025 Q2	$143M	Sell	506,600 -3,910	-0.8%	-$1.07M	4.12%	11
2025 Q1	$151M	Sell	510,510 -7,640	-1%	-$2.36M	4.55%	8
2024 Q4	$150M	Sell	518,150 -29,727	-5%	-$9.34M	4.46%	9
2024 Q3	$163M	Buy	547,877 +88,649	+19%	+$24.2M	4.49%	8
2024 Q2	$119M	Buy	459,228 +99,409	+28%	+$25.2M	3.38%	14
2024 Q1	$87.2M	Buy	+359,819	New	+$88.2M	2.36%	18

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Scharf Investments's APD Position: Q2 2026 in Review

Scharf Investments reduced its Air Products & Chemicals (APD) stake by 8.5% in Q2 2026, selling an estimated $79.1K and leaving 2,921 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #60.

Scharf Investments first reported a position in APD in Q1 2024 and has held it in 10 quarters since. The position peaked at $163M in Q3 2024. 598 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Scharf Investments held 2,921 shares of Air Products & Chemicals worth $856K as of Q2 2026.
Scharf Investments sold 272 Air Products & Chemicals shares in Q2 2026, an estimated $79.1K.
Air Products & Chemicals made up 0.03% of Scharf Investments's portfolio in Q2 2026, its #60 holding.
Scharf Investments first reported a position in Air Products & Chemicals in Q1 2024 and has held it in 10 quarters since.
Scharf Investments's Air Products & Chemicals position peaked at $163M in Q3 2024.
598 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.