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Evelyn Partners Investment Management Services’s Roper Technologies ROP Stock Holding History

Evelyn Partners Investment Management Services’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 		$1.55M Sell
4,378
-6,452
-60% -$2.38M 0.18% 78
2025
Q4 		$4.82M Buy
10,830
+7,594
+235% +$3.52M 0.6% 45
2025
Q3 		$1.61M Buy
3,236
+2,696
+499% +$1.44M 0.22% 70
2025
Q2 		$306K Buy
540
+275
+104% +$155K 0.05% 111
2025
Q1 		$156K Buy
265
+127
+92% +$71.3K 0.03% 121
2024
Q4 		$71.7K Buy
+138
New +$75.8K 0.01% 148

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

Evelyn Partners Investment Management Services's ROP Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Roper Technologies (ROP) stake by 60% in Q1 2026, selling an estimated $2.38M and leaving 4,378 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #78.

Evelyn Partners Investment Management Services first reported a position in ROP in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.82M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Evelyn Partners Investment Management Services held 4,378 shares of Roper Technologies worth $1.55M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 6,452 Roper Technologies shares in Q1 2026, an estimated $2.38M.
  • Roper Technologies made up 0.18% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #78 holding.
  • Evelyn Partners Investment Management Services first reported a position in Roper Technologies in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Roper Technologies position peaked at $4.82M in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.