Two Point Capital Management’s Air Products & Chemicals APD Stock Holding History

Two Point Capital 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	$6.15M	Sell	22,110 -329	-1%	-$97.9K	2.76%	14
2026 Q2	$6.58M	Sell	22,439 -147	-0.7%	-$42.8K	2.65%	12
2026 Q1	$6.56M	Sell	22,586 -385	-2%	-$106K	2.86%	14
2025 Q4	$5.67M	Buy	22,971 +279	+1%	+$70.7K	2.3%	20
2025 Q3	$6.19M	Sell	22,692 -388	-2%	-$112K	2.49%	17
2025 Q2	$6.51M	Buy	+23,080	New	+$6.31M	2.77%	16
2024 Q4	$8.67M	Buy	27,129 +147	+0.5%	+$46.2K	3.1%	16
2024 Q3	$8.03M	Buy	26,982 +402	+2%	+$110K	2.93%	17
2024 Q2	$6.86M	Buy	+26,580	New	+$6.74M	2.76%	20

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Two Point Capital Management's APD Position: Q3 2026 in Review

Two Point Capital Management reduced its Air Products & Chemicals (APD) stake by 1.5% in Q3 2026, selling an estimated $97.9K and leaving 22,110 shares worth $6.15M. The position accounts for 2.76% of the portfolio, ranked #14.

Two Point Capital Management first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.67M in Q4 2024. 365 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Two Point Capital Management held 22,110 shares of Air Products & Chemicals worth $6.15M as of Q3 2026.
Two Point Capital Management sold 329 Air Products & Chemicals shares in Q3 2026, an estimated $97.9K.
Air Products & Chemicals made up 2.76% of Two Point Capital Management's portfolio in Q3 2026, its #14 holding.
Two Point Capital Management first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
Two Point Capital Management's Air Products & Chemicals position peaked at $8.67M in Q4 2024.
365 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.