Position in APD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,688,864
+$287,784 QoQ
Shares Held
19,404
+4.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#389
of 1,774 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $32,737,423 across 16 Specialty Chemicals names. APD ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
46,202 | $12,872,339 | |
| 2 | APD |
Air Products & Chemicals, Inc.
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|
19,404 | $5,688,864 | |
| 3 | LIN |
Linde PLC
|
7,553 | $3,919,553 | |
| 4 | SHW |
Sherwin Williams Co
|
7,853 | $2,703,944 | |
| 5 | ALB |
Albemarle Corp
|
11,015 | $1,487,355 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
10,134 | $1,374,575 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
12,621 | $1,118,220 | |
| 8 | RPM |
Rpm International Inc/De/
|
9,621 | $1,069,374 |
All Filings in APD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,688,864 | 19,404 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,401,080 | 18,593 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,680,965 | 22,998 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $9,876,330 | 35,015 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,394,897 | 14,902 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,045,477 | 13,948 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,597,294 | 12,082 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,023,571 | 11,717 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,272,644 | 5,253 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,540,672 | 5,627 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,136,717 | 4,011 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,137,914 | 3,799 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,091,110 | 3,799 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,101,412 | 3,573 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $816,429 | 3,395 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $474,829 | 1,900 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $519,980 | 1,709 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $447,424 | 1,747 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $497,111 | 1,728 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $494,033 | 1,756 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $491,522 | 1,799 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $421,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $346,922 | 1,738 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||