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Castle Rock Wealth Management’s Air Products & Chemicals APD Stock Holding History

Castle Rock Wealth Management’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 		$2.21M Buy
7,221
+341
+5% +$99.2K 0.43% 71
2026
Q1 		$2.02M Buy
6,880
+205
+3% +$56.5K 0.44% 67
2025
Q4 		$1.84M Buy
+6,675
New +$1.69M 0.4% 75

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PL
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Castle Rock Wealth Management's APD Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Air Products & Chemicals (APD) stake by 5% in Q2 2026, buying an estimated $99.2K and bringing the position to 7,221 shares worth $2.21M. The position accounts for 0.43% of the portfolio, ranked #71.

Castle Rock Wealth Management first reported a position in APD in Q4 2025 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Castle Rock Wealth Management held 7,221 shares of Air Products & Chemicals worth $2.21M as of Q2 2026.
  • Castle Rock Wealth Management bought 341 Air Products & Chemicals shares in Q2 2026, an estimated $99.2K.
  • Air Products & Chemicals made up 0.43% of Castle Rock Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Castle Rock Wealth Management first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.