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 Q3	$720K	Sell	2,588 -136	-5%	-$40.5K	0.04%	258
2026 Q2	$798K	Buy	2,724 +96	+4%	+$27.9K	0.05%	233
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

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

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Triad Wealth Partners's APD Position: Q3 2026 in Review

Triad Wealth Partners reduced its Air Products & Chemicals (APD) stake by 5% in Q3 2026, selling an estimated $40.5K and leaving 2,588 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #258.

Triad Wealth Partners first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $798K in Q2 2026. 548 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Triad Wealth Partners held 2,588 shares of Air Products & Chemicals worth $720K as of Q3 2026.
Triad Wealth Partners sold 136 Air Products & Chemicals shares in Q3 2026, an estimated $40.5K.
Air Products & Chemicals made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #258 holding.
Triad Wealth Partners first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Air Products & Chemicals position peaked at $798K in Q2 2026.
548 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.