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Evergreen Wealth Solutions’s Roper Technologies ROP Stock Holding History

Evergreen Wealth Solutions’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 		$513K Sell
1,450
-255
-15% -$94.1K 0.04% 249
2025
Q4 		$759K Sell
1,705
-59
-3% -$27.3K 0.11% 97
2025
Q3 		$880K Sell
1,764
-24
-1% -$12.8K 0.5% 39
2025
Q2 		$1.01M Sell
1,788
-43
-2% -$24.3K 0.61% 36
2025
Q1 		$1.08M Sell
1,831
-250
-12% -$140K 0.73% 28
2024
Q4 		$1.08M Buy
2,081
+4
+0.2% +$2.2K 0.75% 27
2024
Q3 		$1.16M Sell
2,077
-419
-17% -$230K 0.78% 22
2024
Q2 		$1.41M Sell
2,496
-247
-9% -$133K 1% 16
2024
Q1 		$1.54M Sell
2,743
-408
-13% -$223K 1.14% 17
2023
Q4 		$1.72M Sell
3,151
-251
-7% -$129K 1.47% 14
2023
Q3 		$1.65M Sell
3,402
-227
-6% -$111K 1.66% 12
2023
Q2 		$1.74M Buy
3,629
+17
+0.5% +$7.7K 1.76% 11
2023
Q1 		$1.59M Buy
3,612
+99
+3% +$42.8K 1.84% 11
2022
Q4 		$1.52M Buy
3,513
+163
+5% +$67.2K 2% 12
2022
Q3 		$1.21M Buy
3,350
+711
+27% +$289K 1.71% 17
2022
Q2 		$1.04M Buy
2,639
+198
+8% +$86.1K 1.28% 27
2022
Q1 		$1.15M Buy
2,441
+64
+3% +$28.8K 1.12% 28
2021
Q4 		$1.17M Buy
+2,377
New +$1.13M 1.06% 28

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

Evergreen Wealth Solutions's ROP Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Roper Technologies (ROP) stake by 15% in Q1 2026, selling an estimated $94.1K and leaving 1,450 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #249.

Evergreen Wealth Solutions first reported a position in ROP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.74M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Evergreen Wealth Solutions held 1,450 shares of Roper Technologies worth $513K as of Q1 2026.
  • Evergreen Wealth Solutions sold 255 Roper Technologies shares in Q1 2026, an estimated $94.1K.
  • Roper Technologies made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #249 holding.
  • Evergreen Wealth Solutions first reported a position in Roper Technologies in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Roper Technologies position peaked at $1.74M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.