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Robertson Stephens Wealth Management’s Air Products & Chemicals APD Stock Holding History

Robertson Stephens 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 		$269K Buy
916
+2
+0.2% +$582 0.01% 549
2026
Q1 		$266K Hold
914
– – 0.01% 532
2025
Q4 		$226K Sell
914
-64
-7% -$16.2K 0.01% 578
2025
Q3 		$267K Sell
978
-105
-10% -$30.4K 0.01% 469
2025
Q2 		$305K Sell
1,083
-82
-7% -$22.4K 0.01% 456
2025
Q1 		$344K Sell
1,165
-503
-30% -$155K 0.01% 427
2024
Q4 		$484K Buy
1,668
+334
+25% +$105K 0.02% 364
2024
Q3 		$397K Buy
1,334
+301
+29% +$82.3K 0.01% 462
2024
Q2 		$267K Sell
1,033
-544
-34% -$138K 0.01% 435
2024
Q1 		$385K Sell
1,577
-19
-1% -$4.66K 0.02% 388
2023
Q4 		$440K Buy
1,596
+167
+12% +$45.9K 0.03% 329
2023
Q3 		$407K Buy
1,429
+1
+0.1% +$293 0.03% 334
2023
Q2 		$430K Sell
1,428
-11
-0.8% -$3.13K 0.03% 304
2023
Q1 		$416K Buy
1,439
+13
+0.9% +$3.79K 0.03% 316
2022
Q4 		$442K Sell
1,426
-9
-0.6% -$2.54K 0.04% 276
2022
Q3 		$336K Buy
1,435
+7
+0.5% +$1.73K 0.04% 265
2022
Q2 		$345K Buy
1,428
+10
+0.7% +$2.43K 0.03% 285
2022
Q1 		$356K Buy
1,418
+23
+2% +$5.91K 0.03% 288
2021
Q4 		$426K Buy
+1,395
New +$410K 0.04% 276
2021
Q2 		– Sell
-876
Closed -$247K – 335
2021
Q1 		$247K Buy
+876
New +$238K 0.04% 258

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robertson Stephens Wealth Management's APD Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Air Products & Chemicals (APD) stake by 0.22% in Q2 2026, buying an estimated $582 and bringing the position to 916 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #549.

Robertson Stephens Wealth Management first reported a position in APD in Q1 2021 and has held it in 20 quarters since. The position peaked at $484K in Q4 2024. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Robertson Stephens Wealth Management held 916 shares of Air Products & Chemicals worth $269K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 2 Air Products & Chemicals shares in Q2 2026, an estimated $582.
  • Air Products & Chemicals made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Robertson Stephens Wealth Management first reported a position in Air Products & Chemicals in Q1 2021 and has held it in 20 quarters since.
  • Robertson Stephens Wealth Management's Air Products & Chemicals position peaked at $484K in Q4 2024.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.