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Concurrent Investment Advisors’s Roper Technologies ROP Stock Holding History

Concurrent Investment Advisors’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
Q1 		$1.21M Sell
3,406
-1,217
-26% -$449K 0.01% 813
2025
Q4 		$2.06M Buy
4,623
+238
+5% +$110K 0.02% 562
2025
Q3 		$2.19M Sell
4,385
-8
-0.2% -$4.27K 0.04% 440
2025
Q2 		$2.49M Buy
4,393
+66
+2% +$37.3K 0.05% 378
2025
Q1 		$2.55M Buy
4,327
+340
+9% +$191K 0.06% 322
2024
Q4 		$2.07M Buy
3,987
+168
+4% +$92.2K 0.06% 317
2024
Q3 		$2.13M Buy
3,819
+320
+9% +$176K 0.06% 302
2024
Q2 		$1.97M Buy
3,499
+1,352
+63% +$729K 0.06% 282
2024
Q1 		$1.2M Buy
2,147
+968
+82% +$528K 0.05% 346
2023
Q4 		$642K Buy
+1,179
New +$607K 0.03% 430

Other funds holding ROP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors's ROP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Roper Technologies (ROP) stake by 26% in Q1 2026, selling an estimated $449K and leaving 3,406 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #813.

Concurrent Investment Advisors first reported a position in ROP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.55M in Q1 2025. 1,137 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Concurrent Investment Advisors held 3,406 shares of Roper Technologies worth $1.21M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,217 Roper Technologies shares in Q1 2026, an estimated $449K.
  • Roper Technologies made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #813 holding.
  • Concurrent Investment Advisors first reported a position in Roper Technologies in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Roper Technologies position peaked at $2.55M in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.