EFG
ROP icon

Everhart Financial Group’s Roper Technologies ROP Stock Holding History

Everhart Financial Group’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 		$205K Sell
588
-40
-6% -$15.3K 0.01% 463
2026
Q2 		$213K Buy
+628
New +$214K 0.01% 448
2026
Q1 		– Sell
-953
Closed -$424K – 484
2025
Q4 		$424K Buy
+953
New +$441K 0.04% 281

Other funds holding ROP

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Everhart Financial Group's ROP Position: Q3 2026 in Review

Everhart Financial Group reduced its Roper Technologies (ROP) stake by 6.4% in Q3 2026, selling an estimated $15.3K and leaving 588 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #463.

Everhart Financial Group first reported a position in ROP in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 34 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Everhart Financial Group held 588 shares of Roper Technologies worth $205K as of Q3 2026.
  • Everhart Financial Group sold 40 Roper Technologies shares in Q3 2026, an estimated $15.3K.
  • Roper Technologies made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #463 holding.
  • Everhart Financial Group first reported a position in Roper Technologies in Q4 2025 and has held it in 3 quarters since.
  • Everhart Financial Group's Roper Technologies position peaked at $424K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.