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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
Q3 		$14.7K Buy
42
+33
+367% +$12.6K ﹤0.01% 763
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

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ROP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Roper Technologies (ROP) stake by 367% in Q3 2026, buying an estimated $12.6K and bringing the position to 42 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Elevation Wealth Partners first reported a position in ROP in Q1 2023 and has held it in 15 quarters since. The position peaked at $220K in Q2 2024. 34 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Elevation Wealth Partners held 42 shares of Roper Technologies worth $14.7K as of Q3 2026.
  • Elevation Wealth Partners bought 33 Roper Technologies shares in Q3 2026, an estimated $12.6K.
  • Roper Technologies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #763 holding.
  • Elevation Wealth Partners first reported a position in Roper Technologies in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Roper Technologies position peaked at $220K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.