Encompass Wealth Advisors’s Roper Technologies ROP Stock Holding History

Encompass Wealth Advisors’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	$3.3M	Buy	9,444 +4,724	+100%	+$1.81M	0.49%	33
2026 Q2	$1.6M	Sell	4,720 -19	-0.4%	-$6.48K	0.49%	33
2026 Q1	$1.68M	Sell	4,739 -1	-0%	-$369	0.58%	29
2025 Q4	$2.11M	Sell	4,740 -279	-6%	-$129K	0.72%	27
2025 Q3	$2.5M	Sell	5,019 -41	-0.8%	-$21.9K	0.85%	25
2025 Q2	$2.87M	Buy	5,060 +1	+0%	+$565	1.05%	21
2025 Q1	$2.98M	Hold	5,059	–	–	1.21%	19
2024 Q4	$2.63M	Sell	5,059 -40	-0.8%	-$22K	1.06%	22
2024 Q3	$2.84M	Hold	5,099	–	–	0.71%	25
2024 Q2	$2.87M	Hold	5,099	–	–	0.76%	25
2024 Q1	$2.86M	Hold	5,099	–	–	0.76%	25
2023 Q4	$2.78M	Sell	5,099 -20	-0.4%	-$10.3K	0.83%	23
2023 Q3	$2.48M	Hold	5,119	–	–	0.82%	24
2023 Q2	$2.46M	Sell	5,119 -290	-5%	-$131K	0.8%	26
2023 Q1	$2.38M	Sell	5,409 -10	-0.2%	-$4.32K	0.81%	24
2022 Q4	$2.34M	Hold	5,419	–	–	0.85%	24
2022 Q3	$1.95M	Hold	5,419	–	–	0.74%	26
2022 Q2	$2.14M	Hold	5,419	–	–	0.76%	28
2022 Q1	$2.56M	Buy	5,419 +19	+0.4%	+$8.55K	0.65%	31
2021 Q4	$2.66M	Hold	5,400	–	–	0.65%	32
2021 Q3	$2.41M	Hold	5,400	–	–	0.63%	35
2021 Q2	$2.54M	Hold	5,400	–	–	0.62%	37
2021 Q1	$2.42M	Hold	5,400	–	–	0.62%	36
2020 Q4	$2.33M	Buy	+5,400	New	+$2.22M	1.34%	16

Other funds holding ROP

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Encompass Wealth Advisors's ROP Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Roper Technologies (ROP) stake by 100% in Q3 2026, buying an estimated $1.81M and bringing the position to 9,444 shares worth $3.3M. The position accounts for 0.49% of the portfolio, ranked #33.

Encompass Wealth Advisors first reported a position in ROP in Q4 2020 and has held it in 24 quarters since. 301 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

Encompass Wealth Advisors held 9,444 shares of Roper Technologies worth $3.3M as of Q3 2026.
Encompass Wealth Advisors bought 4,724 Roper Technologies shares in Q3 2026, an estimated $1.81M.
Roper Technologies made up 0.49% of Encompass Wealth Advisors's portfolio in Q3 2026, its #33 holding.
Encompass Wealth Advisors first reported a position in Roper Technologies in Q4 2020 and has held it in 24 quarters since.
301 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.