Total Wealth Planning & Management
APD icon

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

Total Wealth Planning & 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 		$552K Buy
1,985
+17
+0.9% +$5.06K 0.41% 79
2026
Q2 		$577K Buy
1,968
+53
+3% +$15.4K 0.39% 85
2026
Q1 		$556K Buy
1,915
+700
+58% +$193K 0.41% 81
2025
Q4 		$300K Buy
+1,215
New +$308K 0.22% 160
2025
Q2 		$401K Buy
1,421
+267
+23% +$73.1K 0.32% 111
2025
Q1 		$340K Sell
1,154
-113
-9% -$34.8K 0.32% 112
2024
Q4 		$367K Buy
+1,267
New +$398K 0.33% 98

Other funds holding APD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Total Wealth Planning & Management's APD Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Air Products & Chemicals (APD) stake by 0.86% in Q3 2026, buying an estimated $5.06K and bringing the position to 1,985 shares worth $552K. The position accounts for 0.41% of the portfolio, ranked #79.

Total Wealth Planning & Management first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $577K in Q2 2026. 632 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Total Wealth Planning & Management held 1,985 shares of Air Products & Chemicals worth $552K as of Q3 2026.
  • Total Wealth Planning & Management bought 17 Air Products & Chemicals shares in Q3 2026, an estimated $5.06K.
  • Air Products & Chemicals made up 0.41% of Total Wealth Planning & Management's portfolio in Q3 2026, its #79 holding.
  • Total Wealth Planning & Management first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Air Products & Chemicals position peaked at $577K in Q2 2026.
  • 632 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.