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Livermore
Livermore
ZHEN

Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
916
Value
$268.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of APD by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026916$268.6K<0.1%+2+0.2%AddedHolders
Q1 2026914$265.5K<0.1%00.0%UnchangedHolders
Q4 2025914$225.8K<0.1%−64−6.5%ReducedHolders
Q3 2025978$266.7K<0.1%−105−9.7%ReducedHolders
Q2 20251,083$305.5K<0.1%−82−7.0%ReducedHolders
Q1 20251,165$343.6K<0.1%−503−30.2%ReducedHolders
Q4 20241,668$483.8K<0.1%+334+25.0%AddedHolders
Q3 20241,334$397.2K<0.1%+301+29.1%AddedHolders
Q2 20241,033$266.6K<0.1%−544−34.5%ReducedHolders
Q1 20241,577$384.9K<0.1%−19−1.2%ReducedHolders
Q4 20231,596$439.8K<0.1%+167+11.7%AddedHolders
Q3 20231,429$407.5K<0.1%+1+0.1%AddedHolders
Q2 20231,428$430.2K<0.1%−11−0.8%ReducedHolders
Q1 20231,439$415.8K<0.1%+13+0.9%AddedHolders
Q4 20221,426$441.9K<0.1%−9−0.6%ReducedHolders
Q3 20221,435$336.0K<0.1%+7+0.5%AddedHolders
Q2 20221,428$345.0K<0.1%+10+0.7%AddedHolders
Q1 20221,418$356.0K<0.1%+23+1.6%AddedHolders
Q4 20211,395$426.0K<0.1%+1,395NewHolders
Q2 20210$00.0%−876−100.0%Sold outHolders
Q1 2021876$247.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.