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
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

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

Everhart Financial Group's ROP Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Roper Technologies (ROP) in Q2 2026: 628 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in ROP as recently as Q4 2025.

Everhart Financial Group first reported a position in ROP in Q4 2025 and has held it in 2 quarters since. The position peaked at $424K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Everhart Financial Group held 628 shares of Roper Technologies worth $213K as of Q2 2026.
  • Roper Technologies was a new Everhart Financial Group position in Q2 2026.
  • Roper Technologies made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #448 holding.
  • Everhart Financial Group first reported a position in Roper Technologies in Q4 2025 and has held it in 2 quarters since.
  • Everhart Financial Group's Roper Technologies position peaked at $424K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.