Elevation Wealth Partners’s Roper Technologies ROP Stock Holding History

Elevation 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 Q2	$3.05K	Sell	9 -53	-85%	-$18.1K	﹤0.01%	1124
2026 Q1	$21.9K	Buy	62 +37	+148%	+$13.7K	0.01%	360
2025 Q4	$11.1K	Sell	25 -183	-88%	-$84.8K	﹤0.01%	467
2025 Q3	$104K	Buy	208 +8	+4%	+$4.27K	0.04%	172
2025 Q2	$113K	Hold	200	–	–	0.04%	163
2025 Q1	$118K	Hold	200	–	–	0.05%	149
2024 Q4	$104K	Sell	200 -191	-49%	-$105K	0.04%	163
2024 Q3	$218K	Hold	391	–	–	0.09%	108
2024 Q2	$220K	Hold	391	–	–	0.1%	105
2024 Q1	$219K	Hold	391	–	–	0.11%	105
2023 Q4	$189K	Hold	391	–	–	0.11%	107
2023 Q3	$189K	Hold	391	–	–	0.16%	64
2023 Q2	$188K	Hold	391	–	–	0.16%	65
2023 Q1	$172K	Buy	+391	New	+$169K	0.16%	67

Other funds holding ROP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's ROP Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Roper Technologies (ROP) stake by 85% in Q2 2026, selling an estimated $18.1K and leaving 9 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Elevation Wealth Partners first reported a position in ROP in Q1 2023 and has held it in 14 quarters since. The position peaked at $220K in Q2 2024. 390 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

Elevation Wealth Partners held 9 shares of Roper Technologies worth $3.05K as of Q2 2026.
Elevation Wealth Partners sold 53 Roper Technologies shares in Q2 2026, an estimated $18.1K.
Roper Technologies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1124 holding.
Elevation Wealth Partners first reported a position in Roper Technologies in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Roper Technologies position peaked at $220K in Q2 2024.
390 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.