Evermay Wealth Management’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $236K | Sell |
697
-451
| -39% | -$154K | 0.02% | 192 |
|
|
2026
Q1 | $406K | Buy |
1,148
+413
| +56% | +$152K | 0.05% | 134 |
|
|
2025
Q4 | $327K | Sell |
735
-335
| -31% | -$155K | 0.04% | 158 |
|
|
2025
Q3 | $534K | Sell |
1,070
-51
| -5% | -$27.2K | 0.06% | 119 |
|
|
2025
Q2 | $635K | Buy |
1,121
+61
| +6% | +$34.5K | 0.08% | 116 |
|
|
2025
Q1 | $625K | Sell |
1,060
-6
| -0.6% | -$3.37K | 0.08% | 107 |
|
|
2024
Q4 | $554K | Sell |
1,066
-163
| -13% | -$89.5K | 0.08% | 120 |
|
|
2024
Q3 | $684K | Buy |
1,229
+42
| +4% | +$23.1K | 0.11% | 105 |
|
|
2024
Q2 | $669K | Sell |
1,187
-71
| -6% | -$38.3K | 0.11% | 106 |
|
|
2024
Q1 | $706K | Sell |
1,258
-71
| -5% | -$38.7K | 0.11% | 105 |
|
|
2023
Q4 | $725K | Buy |
1,329
+199
| +18% | +$103K | 0.13% | 83 |
|
|
2023
Q3 | $547K | Sell |
1,130
-14
| -1% | -$6.86K | 0.11% | 94 |
|
|
2023
Q2 | $550K | Sell |
1,144
-7
| -0.6% | -$3.17K | 0.11% | 96 |
|
|
2023
Q1 | $507K | Buy |
1,151
+92
| +9% | +$39.8K | 0.1% | 98 |
|
|
2022
Q4 | $458K | Sell |
1,059
-253
| -19% | -$104K | 0.09% | 104 |
|
|
2022
Q3 | $472K | Sell |
1,312
-2
| -0.2% | -$814 | 0.09% | 93 |
|
|
2022
Q2 | $519K | Sell |
1,314
-294
| -18% | -$128K | 0.1% | 85 |
|
|
2022
Q1 | $759K | Sell |
1,608
-115
| -7% | -$51.7K | 0.13% | 80 |
|
|
2021
Q4 | $848K | Hold |
1,723
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $769K | Sell |
1,723
-212
| -11% | -$102K | 0.15% | 55 |
|
|
2021
Q2 | $910K | Sell |
1,935
-29
| -1% | -$12.8K | 0.17% | 58 |
|
|
2021
Q1 | $792K | Buy |
1,964
+97
| +5% | +$38.9K | 0.16% | 62 |
|
|
2020
Q4 | $805K | Buy |
1,867
+320
| +21% | +$131K | 0.18% | 58 |
|
|
2020
Q3 | $611K | Sell |
1,547
-10
| -0.6% | -$4.16K | 0.15% | 70 |
|
|
2020
Q2 | $605K | Buy |
1,557
+53
| +4% | +$19K | 0.16% | 66 |
|
|
2020
Q1 | $469K | Buy |
1,504
+571
| +61% | +$202K | 0.14% | 72 |
|
|
2019
Q4 | $330K | Buy |
+933
| New | +$322K | 0.08% | 116 |
|
|
2018
Q1 | – | Sell |
-805
| Closed | -$208K | – | 146 |
|
|
2017
Q4 | $208K | Sell |
805
-40
| -5% | -$10.3K | 0.08% | 133 |
|
|
2017
Q3 | $206K | Sell |
845
-60
| -7% | -$14.1K | 0.09% | 98 |
|
|
2017
Q2 | $210K | Buy |
+905
| New | +$200K | 0.09% | 95 |
|
Other funds holding ROP
WPL
Evermay Wealth Management's ROP Position: Q2 2026 in Review
Evermay Wealth Management reduced its Roper Technologies (ROP) stake by 39% in Q2 2026, selling an estimated $154K and leaving 697 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #192.
Evermay Wealth Management first reported a position in ROP in Q2 2017 and has held it in 30 quarters since. The position peaked at $910K in Q2 2021. 1,078 funds tracked by Wall St. Rank hold ROP as of Q2 2026.
- Evermay Wealth Management held 697 shares of Roper Technologies worth $236K as of Q2 2026.
- Evermay Wealth Management sold 451 Roper Technologies shares in Q2 2026, an estimated $154K.
- Roper Technologies made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #192 holding.
- Evermay Wealth Management first reported a position in Roper Technologies in Q2 2017 and has held it in 30 quarters since.
- Evermay Wealth Management's Roper Technologies position peaked at $910K in Q2 2021.
- 1,078 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.