Wealthcare Advisory Partners’s Air Products & Chemicals APD Stock Holding History

Wealthcare Advisory Partners’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	$995K	Sell	3,392 -426	-11%	-$124K	0.02%	520
2026 Q1	$1.11M	Buy	3,818 +302	+9%	+$83.3K	0.02%	489
2025 Q4	$869K	Sell	3,516 -692	-16%	-$175K	0.02%	554
2025 Q3	$1.15M	Sell	4,208 -36	-0.8%	-$10.4K	0.02%	462
2025 Q2	$1.2M	Sell	4,244 -216	-5%	-$59.1K	0.03%	439
2025 Q1	$1.32M	Buy	4,460 +157	+4%	+$48.4K	0.04%	383
2024 Q4	$1.25M	Sell	4,303 -53	-1%	-$16.6K	0.03%	372
2024 Q3	$1.3M	Sell	4,356 -5	-0.1%	-$1.37K	0.04%	356
2024 Q2	$1.13M	Buy	4,361 +186	+4%	+$47.2K	0.04%	350
2024 Q1	$1.01M	Sell	4,175 -1,555	-27%	-$381K	0.03%	359
2023 Q4	$1.57M	Buy	5,730 +452	+9%	+$124K	0.06%	236
2023 Q3	$1.5M	Buy	5,278 +1,010	+24%	+$296K	0.07%	217
2023 Q2	$1.28M	Sell	4,268 -112	-3%	-$31.9K	0.06%	247
2023 Q1	$1.26M	Buy	4,380 +81	+2%	+$23.6K	0.05%	256
2022 Q4	$1.33M	Buy	4,299 +162	+4%	+$45.6K	0.06%	229
2022 Q3	$963K	Buy	4,137 +52	+1%	+$12.9K	0.05%	243
2022 Q2	$982K	Buy	4,085 +385	+10%	+$93.6K	0.06%	210
2022 Q1	$925K	Buy	3,700 +210	+6%	+$54K	0.06%	204
2021 Q4	$1.06M	Sell	3,490 -1,324	-28%	-$389K	0.06%	189
2021 Q3	$1.23M	Buy	4,814 +109	+2%	+$30.1K	0.08%	160
2021 Q2	$1.35M	Buy	4,705 +22	+0.5%	+$6.46K	0.09%	151
2021 Q1	$1.32M	Buy	4,683 +217	+5%	+$59K	0.1%	136
2020 Q4	$1.22M	Buy	4,466 +63	+1%	+$17.7K	0.11%	119
2020 Q3	$1.31M	Sell	4,403 -9	-0.2%	-$2.59K	0.14%	87
2020 Q2	$1.06M	Buy	4,412 +3	+0.1%	+$685	0.13%	99
2020 Q1	$880K	Buy	4,409 +23	+0.5%	+$5.24K	0.13%	101
2019 Q4	$1.03M	Buy	4,386 +1	+0%	+$226	0.13%	102
2019 Q3	$973K	Buy	4,385 +2	+0%	+$450	0.14%	87
2019 Q2	$992K	Buy	4,383 +589	+16%	+$122K	0.16%	79
2019 Q1	$724K	Sell	3,794 -9	-0.2%	-$1.55K	0.12%	105
2018 Q4	$609K	Buy	3,803 +2	+0.1%	+$317	0.12%	104
2018 Q3	$635K	Buy	3,801 +2	+0.1%	+$326	0.12%	102
2018 Q2	$592K	Buy	3,799 +19	+0.5%	+$3.11K	0.12%	103
2018 Q1	$601K	Sell	3,780 -39	-1%	-$6.43K	0.14%	94
2017 Q4	$627K	Buy	3,819 +59	+2%	+$9.4K	0.16%	80
2017 Q3	$569K	Buy	+3,760	New	+$551K	0.17%	74

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

ZIC

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

Wealthcare Advisory Partners's APD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Air Products & Chemicals (APD) stake by 11% in Q2 2026, selling an estimated $124K and leaving 3,392 shares worth $995K. The position accounts for 0.02% of the portfolio, ranked #520.

Wealthcare Advisory Partners first reported a position in APD in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.57M in Q4 2023. 397 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Wealthcare Advisory Partners held 3,392 shares of Air Products & Chemicals worth $995K as of Q2 2026.
Wealthcare Advisory Partners sold 426 Air Products & Chemicals shares in Q2 2026, an estimated $124K.
Air Products & Chemicals made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #520 holding.
Wealthcare Advisory Partners first reported a position in Air Products & Chemicals in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's Air Products & Chemicals position peaked at $1.57M in Q4 2023.
397 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.