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Appleton Partners’s Roper Technologies ROP Stock Holding History

Appleton Partners’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
3,865
-273
-7% -$93.1K 0.08% 137
2026
Q1 		$1.46M Sell
4,138
-17,199
-81% -$6.34M 0.1% 119
2025
Q4 		$9.5M Sell
21,337
-1,275
-6% -$590K 0.63% 53
2025
Q3 		$11.3M Sell
22,612
-43
-0.2% -$22.9K 0.76% 41
2025
Q2 		$12.8M Buy
22,655
+79
+0.3% +$44.6K 0.91% 34
2025
Q1 		$13.3M Sell
22,576
-101
-0.4% -$56.7K 1.03% 31
2024
Q4 		$11.8M Buy
22,677
+482
+2% +$265K 0.87% 37
2024
Q3 		$12.3M Buy
22,195
+218
+1% +$120K 0.91% 36
2024
Q2 		$12.4M Buy
21,977
+123
+0.6% +$66.3K 0.95% 30
2024
Q1 		$12.3M Buy
21,854
+4,361
+25% +$2.38M 0.95% 31
2023
Q4 		$9.54M Sell
17,493
-876
-5% -$451K 0.77% 40
2023
Q3 		$8.9M Sell
18,369
-475
-3% -$233K 0.79% 35
2023
Q2 		$9.06M Sell
18,844
-111
-0.6% -$50.3K 0.76% 38
2023
Q1 		$8.35M Buy
18,955
+122
+0.6% +$52.7K 0.74% 34
2022
Q4 		$8.14M Buy
18,833
+2,001
+12% +$824K 0.77% 34
2022
Q3 		$6.05M Sell
16,832
-479
-3% -$195K 0.61% 45
2022
Q2 		$6.83M Sell
17,311
-135
-0.8% -$58.7K 0.65% 47
2022
Q1 		$8.24M Sell
17,446
-984
-5% -$443K 0.67% 44
2021
Q4 		$9.06M Sell
18,430
-170
-0.9% -$80.9K 0.68% 45
2021
Q3 		$8.3M Buy
18,600
+146
+0.8% +$69.9K 0.69% 43
2021
Q2 		$8.68M Sell
18,454
-262
-1% -$116K 0.74% 39
2021
Q1 		$7.55M Buy
18,716
+131
+0.7% +$52.6K 0.7% 39
2020
Q4 		$8.01M Buy
18,585
+98
+0.5% +$40.2K 0.79% 34
2020
Q3 		$7.3M Buy
18,487
+123
+0.7% +$51.1K 0.81% 32
2020
Q2 		$7.13M Sell
18,364
-359
-2% -$129K 0.85% 31
2020
Q1 		$5.84M Sell
18,723
-564
-3% -$200K 0.81% 34
2019
Q4 		$6.83M Sell
19,287
-96
-0.5% -$33.2K 0.75% 35
2019
Q3 		$6.91M Sell
19,383
-357
-2% -$130K 0.83% 34
2019
Q2 		$7.23M Sell
19,740
-265
-1% -$94.1K 0.89% 31
2019
Q1 		$6.84M Sell
20,005
-240
-1% -$72.9K 0.91% 31
2018
Q4 		$5.4M Buy
20,245
+135
+0.7% +$38.2K 0.81% 38
2018
Q3 		$5.96M Sell
20,110
-1,175
-6% -$347K 0.79% 38
2018
Q2 		$5.87M Sell
21,285
-108
-0.5% -$29.8K 0.84% 37
2018
Q1 		$6M Buy
21,393
+62
+0.3% +$17.1K 0.91% 30
2017
Q4 		$5.53M Sell
21,331
-160
-0.7% -$41.1K 0.86% 36
2017
Q3 		$5.23M Sell
21,491
-224
-1% -$52.6K 0.88% 35
2017
Q2 		$5.03M Sell
21,715
-470
-2% -$104K 0.85% 37
2017
Q1 		$4.58M Sell
22,185
-3,395
-13% -$681K 0.84% 40
2016
Q4 		$4.68M Sell
25,580
-1,277
-5% -$229K 0.95% 38
2016
Q3 		$4.9M Sell
26,857
-1,307
-5% -$228K 0.92% 41
2016
Q2 		$4.8M Sell
28,164
-7,605
-21% -$1.33M 0.98% 38
2016
Q1 		$6.54M Sell
35,769
-1,449
-4% -$250K 1.29% 27
2015
Q4 		$7.06M Buy
37,218
+88
+0.2% +$16.1K 1.39% 23
2015
Q3 		$5.82M Sell
37,130
-175
-0.5% -$28.9K 1.32% 25
2015
Q2 		$6.43M Sell
37,305
-1,620
-4% -$281K 1.44% 24
2015
Q1 		$6.7M Sell
38,925
-3,492
-8% -$565K 1.51% 23
2014
Q4 		$6.63M Sell
42,417
-225
-0.5% -$34.5K 1.52% 23
2014
Q3 		$6.24M Sell
42,642
-407
-0.9% -$59.8K 1.46% 23
2014
Q2 		$6.29M Sell
43,049
-1,053
-2% -$147K 1.47% 20
2014
Q1 		$5.89M Sell
44,102
-6,058
-12% -$825K 1.39% 28
2013
Q4 		$6.96M Sell
50,160
-340
-0.7% -$44.2K 1.67% 19
2013
Q3 		$6.71M Buy
50,500
+280
+0.6% +$36K 1.8% 16
2013
Q2 		$6.24M Buy
+50,220
New +$6.15M 1.8% 20

Other funds holding ROP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Appleton Partners's ROP Position: Q2 2026 in Review

Appleton Partners reduced its Roper Technologies (ROP) stake by 6.6% in Q2 2026, selling an estimated $93.1K and leaving 3,865 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #137.

Appleton Partners first reported a position in ROP in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.3M in Q1 2025. 417 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Appleton Partners held 3,865 shares of Roper Technologies worth $1.31M as of Q2 2026.
  • Appleton Partners sold 273 Roper Technologies shares in Q2 2026, an estimated $93.1K.
  • Roper Technologies made up 0.08% of Appleton Partners's portfolio in Q2 2026, its #137 holding.
  • Appleton Partners first reported a position in Roper Technologies in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Roper Technologies position peaked at $13.3M in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.