Position in APD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,401,080
-$279,885 QoQ
Shares Held
18,593
-19.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026EP Wealth Advisors, LLC holds $30,454,834 across 20 Specialty Chemicals names. APD ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
47,222 | $12,561,996 | |
| 2 | APD |
Air Products & Chemicals, Inc.
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|
18,593 | $5,401,080 | |
| 3 | LIN |
Linde PLC
|
7,124 | $3,531,794 | |
| 4 | SHW |
Sherwin Williams Co
|
6,391 | $2,048,635 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
26,006 | $1,191,074 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
13,355 | $1,017,116 | |
| 7 | RPM |
Rpm International Inc/De/
|
9,291 | $923,525 | |
| 8 | ECVT |
Ecovyst Inc.
|
39,670 | $510,156 |
All Filings in APD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $0 | 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. | ||||||