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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
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: Q2 2026 in Review

Root Financial Partners sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 443 shares — an estimated $129K sold.

Root Financial Partners first reported a position in APD in Q4 2024 and held it in 4 quarters. The position peaked at $267K in Q4 2024. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Root Financial Partners reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 443 Air Products & Chemicals shares in Q2 2026, an estimated $129K.
  • Root Financial Partners first reported a position in Air Products & Chemicals in Q4 2024 and held it in 4 quarters.
  • Root Financial Partners's Air Products & Chemicals position peaked at $267K in Q4 2024.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.