Creative Planning
ROP icon

Creative Planning’s Roper Technologies ROP Stock Holding History

Creative Planning’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
2019
Q4 		– Sell
-200
Closed -$1K – 2092
2019
Q3 		$1K Buy
+200
New +$72.6K ﹤0.01% 1978

Other funds holding ROP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
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

Creative Planning's ROP Position: Q2 2026 in Review

Creative Planning reduced its Roper Technologies (ROP) stake by 33% in Q2 2026, selling an estimated $5.7M and leaving 33,481 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #800.

Creative Planning first reported a position in ROP in Q3 2013 and has held it in 51 quarters since. The position peaked at $17.8M in Q1 2026. 1,077 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Creative Planning held 33,481 shares of Roper Technologies worth $11.3M as of Q2 2026.
  • Creative Planning sold 16,726 Roper Technologies shares in Q2 2026, an estimated $5.7M.
  • Roper Technologies made up 0.01% of Creative Planning's portfolio in Q2 2026, its #800 holding.
  • Creative Planning first reported a position in Roper Technologies in Q3 2013 and has held it in 51 quarters since.
  • Creative Planning's Roper Technologies position peaked at $17.8M in Q1 2026.
  • 1,077 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.