Wealth Advisory Solutions
APD icon

Wealth Advisory Solutions’s Air Products & Chemicals APD Stock Holding History

Wealth Advisory Solutions’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 		$5.16M Hold
18,552
– – 1.07% 22
2026
Q2 		$5.44M Sell
18,552
-526
-3% -$153K 1.12% 22
2026
Q1 		$5.54M Sell
19,078
-7,490
-28% -$2.07M 1.23% 20
2025
Q4 		$6.56M Sell
26,568
-114
-0.4% -$28.9K 1.53% 15
2025
Q3 		$7.28M Buy
26,682
+33
+0.1% +$9.6K 1.76% 14
2025
Q2 		$7.52M Sell
26,649
-25
-0.1% -$6.84K 1.9% 13
2025
Q1 		$7.87M Sell
26,674
-3,744
-12% -$1.15M 2.08% 12
2024
Q4 		$8.82M Sell
30,418
-117
-0.4% -$36.7K 2.47% 10
2024
Q3 		$9.09M Buy
30,535
+7,557
+33% +$2.07M 2.5% 8
2024
Q2 		$5.93M Sell
22,978
-883
-4% -$224K 1.61% 16
2024
Q1 		$5.78M Buy
+23,861
New +$5.85M 1.5% 19

Other funds holding APD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Wealth Advisory Solutions's APD Position: Q3 2026 in Review

Wealth Advisory Solutions held its Air Products & Chemicals (APD) position steady in Q3 2026 at 18,552 shares worth $5.16M. The position accounts for 1.07% of the portfolio, ranked #22.

Wealth Advisory Solutions first reported a position in APD in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.09M in Q3 2024. 430 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Wealth Advisory Solutions held 18,552 shares of Air Products & Chemicals worth $5.16M as of Q3 2026.
  • Wealth Advisory Solutions left its Air Products & Chemicals share count unchanged in Q3 2026.
  • Air Products & Chemicals made up 1.07% of Wealth Advisory Solutions's portfolio in Q3 2026, its #22 holding.
  • Wealth Advisory Solutions first reported a position in Air Products & Chemicals in Q1 2024 and has held it in 11 quarters since.
  • Wealth Advisory Solutions's Air Products & Chemicals position peaked at $9.09M in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.