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Crestmont Private Wealth’s Roper Technologies ROP Stock Holding History

Crestmont Private Wealth’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 		$539K Buy
1,523
+394
+35% +$145K 0.17% 53
2025
Q4 		$503K Sell
1,129
-86
-7% -$39.8K 0.16% 53
2025
Q3 		$606K Buy
1,215
+113
+10% +$60.3K 0.2% 45
2025
Q2 		$625K Buy
1,102
+136
+14% +$76.9K 0.23% 37
2025
Q1 		$570K Buy
966
+173
+22% +$97.1K 0.25% 36
2024
Q4 		$412K Buy
793
+13
+2% +$7.14K 0.19% 41
2024
Q3 		$434K Buy
780
+90
+13% +$49.5K 0.19% 40
2024
Q2 		$389K Sell
690
-24
-3% -$12.9K 0.19% 40
2024
Q1 		$400K Buy
714
+93
+15% +$50.7K 0.2% 37
2023
Q4 		$339K Sell
621
-19
-3% -$9.79K 0.17% 32
2023
Q3 		$310K Sell
640
-159
-20% -$77.9K 0.19% 29
2023
Q2 		$384K Buy
799
+78
+11% +$35.3K 0.23% 30
2023
Q1 		$318K Buy
721
+103
+17% +$44.5K 0.21% 27
2022
Q4 		$267K Buy
+618
New +$255K 0.18% 31

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

Crestmont Private Wealth's ROP Position: Q1 2026 in Review

Crestmont Private Wealth increased its Roper Technologies (ROP) stake by 35% in Q1 2026, buying an estimated $145K and bringing the position to 1,523 shares worth $539K. The position accounts for 0.17% of the portfolio, ranked #53.

Crestmont Private Wealth first reported a position in ROP in Q4 2022 and has held it in 14 quarters since. The position peaked at $625K in Q2 2025. 1,135 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Crestmont Private Wealth held 1,523 shares of Roper Technologies worth $539K as of Q1 2026.
  • Crestmont Private Wealth bought 394 Roper Technologies shares in Q1 2026, an estimated $145K.
  • Roper Technologies made up 0.17% of Crestmont Private Wealth's portfolio in Q1 2026, its #53 holding.
  • Crestmont Private Wealth first reported a position in Roper Technologies in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's Roper Technologies position peaked at $625K in Q2 2025.
  • 1,135 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

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