Roxbury Financial
APD icon

Roxbury Financial’s Air Products & Chemicals APD Stock Holding History

Roxbury Financial’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 		– Sell
-57
Closed -$16.8K – 428
2026
Q2 		$16.8K Hold
57
– – 0.01% 281
2026
Q1 		$16.6K Hold
57
– – 0.01% 275
2025
Q4 		$14K Buy
57
+1
+2% +$253 0.01% 278
2025
Q3 		$15.4K Hold
56
– – 0.01% 263
2025
Q2 		$15.8K Hold
56
– – 0.02% 261
2025
Q1 		$17.6K Buy
56
+1
+2% +$308 0.02% 254
2024
Q4 		$18.5K Buy
+55
New +$17.3K 0.02% 257

Other funds holding APD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Roxbury Financial's APD Position: Q3 2026 in Review

Roxbury Financial sold out of Air Products & Chemicals (APD) in Q3 2026, closing a stake of 57 shares — an estimated $16.8K sold.

Roxbury Financial first reported a position in APD in Q4 2024 and held it in 7 quarters. The position peaked at $18.5K in Q4 2024. 1,083 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Roxbury Financial reported no remaining Air Products & Chemicals position as of Q3 2026 after selling out during the quarter.
  • Roxbury Financial sold 57 Air Products & Chemicals shares in Q3 2026, an estimated $16.8K.
  • Roxbury Financial first reported a position in Air Products & Chemicals in Q4 2024 and held it in 7 quarters.
  • Roxbury Financial's Air Products & Chemicals position peaked at $18.5K in Q4 2024.
  • 1,083 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.