EWS
ROP icon

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
Q2 		$275K Sell
692
-758
-52% -$259K 0.01% 438
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 $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Wealth Solutions's ROP Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Roper Technologies (ROP) stake by 52% in Q2 2026, selling an estimated $259K and leaving 692 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #438.

Evergreen Wealth Solutions first reported a position in ROP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.74M in Q2 2023. 1,077 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Evergreen Wealth Solutions held 692 shares of Roper Technologies worth $275K as of Q2 2026.
  • Evergreen Wealth Solutions sold 758 Roper Technologies shares in Q2 2026, an estimated $259K.
  • Roper Technologies made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #438 holding.
  • Evergreen Wealth Solutions first reported a position in Roper Technologies in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Wealth Solutions's Roper Technologies position peaked at $1.74M in Q2 2023.
  • 1,077 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.