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Burkett Financial Services’s Roper Technologies ROP Stock Holding History

Burkett Financial Services’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
Q3 		$55.2K Buy
158
+135
+587% +$51.7K 0.02% 139
2026
Q2 		$7.78K Buy
+23
New +$7.84K ﹤0.01% 193

Other funds holding ROP

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Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
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NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Burkett Financial Services's ROP Position: Q3 2026 in Review

Burkett Financial Services increased its Roper Technologies (ROP) stake by 587% in Q3 2026, buying an estimated $51.7K and bringing the position to 158 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #139.

Burkett Financial Services first reported a position in ROP in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Burkett Financial Services held 158 shares of Roper Technologies worth $55.2K as of Q3 2026.
  • Burkett Financial Services bought 135 Roper Technologies shares in Q3 2026, an estimated $51.7K.
  • Roper Technologies made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #139 holding.
  • Burkett Financial Services first reported a position in Roper Technologies in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

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