AWE
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Avidian Wealth Enterprises’s Roper Technologies ROP Stock Holding History

Avidian Wealth Enterprises’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 		$339K Buy
1,002
+253
+34% +$86.3K 0.01% 566
2026
Q1 		$265K Buy
+749
New +$276K 0.01% 567

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WPL
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's ROP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Roper Technologies (ROP) stake by 34% in Q2 2026, buying an estimated $86.3K and bringing the position to 1,002 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #566.

Avidian Wealth Enterprises first reported a position in ROP in Q1 2026 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Avidian Wealth Enterprises held 1,002 shares of Roper Technologies worth $339K as of Q2 2026.
  • Avidian Wealth Enterprises bought 253 Roper Technologies shares in Q2 2026, an estimated $86.3K.
  • Roper Technologies made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #566 holding.
  • Avidian Wealth Enterprises first reported a position in Roper Technologies in Q1 2026 and has held it in 2 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.