Wealth Enhancement Trust Services’s Air Products & Chemicals APD Stock Holding History

Wealth Enhancement Trust Services’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	$1.1M	Sell	3,758 -725	-16%	-$211K	0.12%	141
2026 Q1	$1.3M	Sell	4,483 -76	-2%	-$21K	0.16%	123
2025 Q4	$1.13M	Buy	+4,559	New	+$1.16M	0.14%	123

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wealth Enhancement Trust Services's APD Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Air Products & Chemicals (APD) stake by 16% in Q2 2026, selling an estimated $211K and leaving 3,758 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #141.

Wealth Enhancement Trust Services first reported a position in APD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 1,371 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Wealth Enhancement Trust Services held 3,758 shares of Air Products & Chemicals worth $1.1M as of Q2 2026.
Wealth Enhancement Trust Services sold 725 Air Products & Chemicals shares in Q2 2026, an estimated $211K.
Air Products & Chemicals made up 0.12% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #141 holding.
Wealth Enhancement Trust Services first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's Air Products & Chemicals position peaked at $1.3M in Q1 2026.
1,371 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.