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Root Financial Partners’s Air Products & Chemicals APD Stock Holding History

Root Financial 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
Q1 		$129K Buy
443
+16
+4% +$4.41K 0.01% 468
2025
Q4 		$106K Buy
427
+22
+5% +$5.58K 0.01% 448
2025
Q3 		$111K Buy
+405
New +$117K 0.01% 418
2025
Q1 		– Sell
-922
Closed -$267K – 212
2024
Q4 		$267K Buy
+922
New +$290K 0.03% 167

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VCM
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State Farm Mutual Automobile Insurance
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's APD Position: Q1 2026 in Review

Root Financial Partners increased its Air Products & Chemicals (APD) stake by 3.7% in Q1 2026, buying an estimated $4.41K and bringing the position to 443 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #468.

Root Financial Partners first reported a position in APD in Q4 2024 and has held it in 4 quarters since. The position peaked at $267K in Q4 2024. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Root Financial Partners held 443 shares of Air Products & Chemicals worth $129K as of Q1 2026.
  • Root Financial Partners bought 16 Air Products & Chemicals shares in Q1 2026, an estimated $4.41K.
  • Air Products & Chemicals made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #468 holding.
  • Root Financial Partners first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Air Products & Chemicals position peaked at $267K in Q4 2024.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.