Root Financial Partners
APD icon

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
Q3 		$154K Buy
+552
New +$164K 0.01% 551
2026
Q2 		– Sell
-443
Closed -$129K – 567
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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Root Financial Partners's APD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Air Products & Chemicals (APD) in Q3 2026: 552 shares worth $154K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APD as recently as Q1 2026.

Root Financial Partners first reported a position in APD in Q4 2024 and has held it in 5 quarters since. The position peaked at $267K in Q4 2024. 1,511 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Root Financial Partners held 552 shares of Air Products & Chemicals worth $154K as of Q3 2026.
  • Air Products & Chemicals was a new Root Financial Partners position in Q3 2026.
  • Air Products & Chemicals made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #551 holding.
  • Root Financial Partners first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Air Products & Chemicals position peaked at $267K in Q4 2024.
  • 1,511 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.