Unique Wealth Strategies’s Air Products & Chemicals APD Stock Holding History

Unique Wealth Strategies’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	$1.29M	Buy	4,417 +11	+0.2%	+$3.2K	0.47%	43
2026 Q1	$1.28M	Sell	4,406 -163	-4%	-$44.9K	0.52%	44
2025 Q4	$1.13M	Sell	4,569 -79	-2%	-$20K	0.44%	52
2025 Q3	$1.27M	Hold	4,648	–	–	0.49%	47
2025 Q2	$1.31M	Sell	4,648 -672	-13%	-$184K	0.55%	39
2025 Q1	$1.57M	Sell	5,320 -38	-0.7%	-$11.7K	0.71%	34
2024 Q4	$1.55M	Sell	5,358 -35	-0.6%	-$11K	0.68%	35
2024 Q3	$1.61M	Buy	5,393 +599	+12%	+$164K	0.68%	35
2024 Q2	$1.16M	Hold	4,794	–	–	0.54%	43
2024 Q1	$1.16M	Buy	4,794 +1,621	+51%	+$397K	0.57%	43
2023 Q4	$869K	Buy	+3,173	New	+$872K	0.58%	54

Other funds holding APD

DLA

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

CIM

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth Strategies's APD Position: Q2 2026 in Review

Unique Wealth Strategies increased its Air Products & Chemicals (APD) stake by 0.25% in Q2 2026, buying an estimated $3.2K and bringing the position to 4,417 shares worth $1.29M. The position accounts for 0.47% of the portfolio, ranked #43.

Unique Wealth Strategies first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2024. 307 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Unique Wealth Strategies held 4,417 shares of Air Products & Chemicals worth $1.29M as of Q2 2026.
Unique Wealth Strategies bought 11 Air Products & Chemicals shares in Q2 2026, an estimated $3.2K.
Air Products & Chemicals made up 0.47% of Unique Wealth Strategies's portfolio in Q2 2026, its #43 holding.
Unique Wealth Strategies first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Air Products & Chemicals position peaked at $1.61M in Q3 2024.
307 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.