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

Triad 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
Q1 		$763K Sell
2,628
-85
-3% -$23.4K 0.06% 208
2025
Q4 		$670K Buy
2,713
+208
+8% +$52.7K 0.06% 206
2025
Q3 		$683K Sell
2,505
-51
-2% -$14.8K 0.09% 160
2025
Q2 		$721K Buy
2,556
+1,269
+99% +$347K 0.15% 108
2025
Q1 		$380K Sell
1,287
-75
-6% -$23.1K 0.12% 130
2024
Q4 		$395K Buy
+1,362
New +$428K 0.14% 111
2024
Q3 		– Sell
-1,067
Closed -$275K – 92
2024
Q2 		$275K Buy
+1,067
New +$271K 0.14% 71

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's APD Position: Q1 2026 in Review

Triad Wealth Partners reduced its Air Products & Chemicals (APD) stake by 3.1% in Q1 2026, selling an estimated $23.4K and leaving 2,628 shares worth $763K. The position accounts for 0.06% of the portfolio, ranked #208.

Triad Wealth Partners first reported a position in APD in Q2 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Triad Wealth Partners held 2,628 shares of Air Products & Chemicals worth $763K as of Q1 2026.
  • Triad Wealth Partners sold 85 Air Products & Chemicals shares in Q1 2026, an estimated $23.4K.
  • Air Products & Chemicals made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #208 holding.
  • Triad Wealth Partners first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 7 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.