Turtle Creek Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Turtle Creek Wealth Advisors’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	$4.58M	Buy	15,630 +1,486	+11%	+$432K	0.24%	81
2026 Q1	$4.11M	Buy	14,144 +199	+1%	+$54.9K	0.31%	78
2025 Q4	$3.44M	Buy	13,945 +1,816	+15%	+$460K	0.27%	79
2025 Q3	$3.31M	Buy	12,129 +2,584	+27%	+$748K	0.3%	80
2025 Q2	$2.69M	Buy	9,545 +492	+5%	+$135K	0.32%	74
2025 Q1	$2.67M	Buy	+9,053	New	+$2.79M	0.4%	69
2024 Q1	–	Sell	-98	Closed	-$26.8K	–	234
2023 Q4	$26.8K	Buy	+98	New	+$26.9K	0.01%	368

Other funds holding APD

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's APD Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Air Products & Chemicals (APD) stake by 11% in Q2 2026, buying an estimated $432K and bringing the position to 15,630 shares worth $4.58M. The position accounts for 0.24% of the portfolio, ranked #81.

Turtle Creek Wealth Advisors first reported a position in APD in Q4 2023 and has held it in 7 quarters since. 880 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Turtle Creek Wealth Advisors held 15,630 shares of Air Products & Chemicals worth $4.58M as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,486 Air Products & Chemicals shares in Q2 2026, an estimated $432K.
Air Products & Chemicals made up 0.24% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Turtle Creek Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 7 quarters since.
880 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.