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

Evelyn Partners Investment Management’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 		$4.5M Sell
12,717
-44,426
-78% -$16.4M 0.12% 80
2025
Q4 		$25.4M Sell
57,143
-1,682
-3% -$779K 0.7% 36
2025
Q3 		$29.3M Buy
58,825
+19,549
+50% +$10.4M 0.83% 29
2025
Q2 		$22.3M Buy
39,276
+17,167
+78% +$9.7M 0.68% 39
2025
Q1 		$13M Buy
22,109
+2,173
+11% +$1.22M 0.43% 49
2024
Q4 		$10.4M Buy
+19,936
New +$10.9M 0.34% 53

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's ROP Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Roper Technologies (ROP) stake by 78% in Q1 2026, selling an estimated $16.4M and leaving 12,717 shares worth $4.5M. The position accounts for 0.12% of the portfolio, ranked #80.

Evelyn Partners Investment Management first reported a position in ROP in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.3M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Evelyn Partners Investment Management held 12,717 shares of Roper Technologies worth $4.5M as of Q1 2026.
  • Evelyn Partners Investment Management sold 44,426 Roper Technologies shares in Q1 2026, an estimated $16.4M.
  • Roper Technologies made up 0.12% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #80 holding.
  • Evelyn Partners Investment Management first reported a position in Roper Technologies in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Roper Technologies position peaked at $29.3M in Q3 2025.
  • 1,138 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

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