Core Wealth Partners’s Roper Technologies ROP Stock Holding History

Core Wealth 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 Q1	–	Sell	-500	Closed	-$223K	–	184
2025 Q4	$223K	Sell	500 -127	-20%	-$58.8K	0.1%	157
2025 Q3	$313K	Hold	627	–	–	0.14%	124
2025 Q2	$355K	Hold	627	–	–	0.18%	112
2025 Q1	$370K	Hold	627	–	–	0.22%	106
2024 Q4	$326K	Hold	627	–	–	0.19%	114
2024 Q3	$349K	Hold	627	–	–	0.21%	103
2024 Q2	$353K	Hold	627	–	–	0.24%	85
2024 Q1	$352K	Hold	627	–	–	0.27%	77
2023 Q4	$342K	Hold	627	–	–	0.28%	74
2023 Q3	$304K	Buy	+627	New	+$307K	0.28%	75

Other funds holding ROP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Core Wealth Partners's ROP Position: Q1 2026 in Review

Core Wealth Partners sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 500 shares — an estimated $223K sold.

Core Wealth Partners first reported a position in ROP in Q3 2023 and held it in 10 quarters. The position peaked at $370K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

Core Wealth Partners reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
Core Wealth Partners sold 500 Roper Technologies shares in Q1 2026, an estimated $223K.
Core Wealth Partners first reported a position in Roper Technologies in Q3 2023 and held it in 10 quarters.
Core Wealth Partners's Roper Technologies position peaked at $370K in Q1 2025.
1,137 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Core Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.