Sendero Wealth Management’s Air Products & Chemicals APD Stock Holding History

Sendero Wealth Management’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	$284K	Buy	1,020 +9	+0.9%	+$2.68K	0.03%	188
2026 Q2	$296K	Sell	1,011 -2	-0.2%	-$582	0.03%	187
2026 Q1	$294K	Hold	1,013	–	–	0.03%	178
2025 Q4	$250K	Buy	1,013 +4	+0.4%	+$1.01K	0.03%	186
2025 Q3	$275K	Hold	1,009	–	–	0.03%	172
2025 Q2	$285K	Hold	1,009	–	–	0.04%	173
2025 Q1	$298K	Buy	+1,009	New	+$311K	0.04%	159

Other funds holding APD

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Sendero Wealth Management's APD Position: Q3 2026 in Review

Sendero Wealth Management increased its Air Products & Chemicals (APD) stake by 0.89% in Q3 2026, buying an estimated $2.68K and bringing the position to 1,020 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #188.

Sendero Wealth Management first reported a position in APD in Q1 2025 and has held it in 7 quarters since. The position peaked at $298K in Q1 2025. 664 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Sendero Wealth Management held 1,020 shares of Air Products & Chemicals worth $284K as of Q3 2026.
Sendero Wealth Management bought 9 Air Products & Chemicals shares in Q3 2026, an estimated $2.68K.
Air Products & Chemicals made up 0.03% of Sendero Wealth Management's portfolio in Q3 2026, its #188 holding.
Sendero Wealth Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 7 quarters since.
Sendero Wealth Management's Air Products & Chemicals position peaked at $298K in Q1 2025.
664 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.