Values Added Financial
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Values Added Financial’s Church & Dwight Co CHD Stock Holding History

Values Added Financial’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$371K Sell
3,937
-21
-0.5% -$2.06K 0.13% 97
2026
Q2 		$383K Buy
3,958
+229
+6% +$21.9K 0.14% 98
2026
Q1 		$348K Buy
3,729
+144
+4% +$13.8K 0.15% 94
2025
Q4 		$301K Sell
3,585
-71
-2% -$6.06K 0.13% 101
2025
Q3 		$320K Buy
3,656
+60
+2% +$5.62K 0.14% 94
2025
Q2 		$346K Sell
3,596
-18
-0.5% -$1.78K 0.17% 88
2025
Q1 		$398K Buy
3,614
+65
+2% +$6.96K 0.22% 78
2024
Q4 		$372K Buy
3,549
+6
+0.2% +$633 0.22% 79
2024
Q3 		$371K Buy
3,543
+16
+0.5% +$1.64K 0.23% 68
2024
Q2 		$366K Buy
3,527
+38
+1% +$4.02K 0.26% 62
2024
Q1 		$364K Hold
3,489
– – 0.28% 62
2023
Q4 		$330K Sell
3,489
-351
-9% -$32.1K 0.27% 62
2023
Q3 		$352K Buy
3,840
+225
+6% +$21.5K 0.32% 61
2023
Q2 		$362K Buy
+3,615
New +$340K 0.34% 58

Other funds holding CHD

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Values Added Financial's CHD Position: Q3 2026 in Review

Values Added Financial reduced its Church & Dwight Co (CHD) stake by 0.53% in Q3 2026, selling an estimated $2.06K and leaving 3,937 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #97.

Values Added Financial first reported a position in CHD in Q2 2023 and has held it in 14 quarters since. The position peaked at $398K in Q1 2025. 365 funds tracked by Wall St. Rank hold CHD as of Q3 2026.

  • Values Added Financial held 3,937 shares of Church & Dwight Co worth $371K as of Q3 2026.
  • Values Added Financial sold 21 Church & Dwight Co shares in Q3 2026, an estimated $2.06K.
  • Church & Dwight Co made up 0.13% of Values Added Financial's portfolio in Q3 2026, its #97 holding.
  • Values Added Financial first reported a position in Church & Dwight Co in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Church & Dwight Co position peaked at $398K in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.