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 $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

Creative Planning's ROP Position: Q1 2026 in Review

Creative Planning increased its Roper Technologies (ROP) stake by 106% in Q1 2026, buying an estimated $9.51M and bringing the position to 50,207 shares worth $17.8M. The position accounts for 0.01% of the portfolio, ranked #489.

Creative Planning first reported a position in ROP in Q3 2013 and has held it in 50 quarters since. 1,135 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Creative Planning held 50,207 shares of Roper Technologies worth $17.8M as of Q1 2026.
  • Creative Planning bought 25,785 Roper Technologies shares in Q1 2026, an estimated $9.51M.
  • Roper Technologies made up 0.01% of Creative Planning's portfolio in Q1 2026, its #489 holding.
  • Creative Planning first reported a position in Roper Technologies in Q3 2013 and has held it in 50 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.