EWM
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Evermay Wealth Management’s Roper Technologies ROP Stock Holding History

Evermay Wealth Management’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 		$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

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

Evermay Wealth Management's ROP Position: Q1 2026 in Review

Evermay Wealth Management increased its Roper Technologies (ROP) stake by 56% in Q1 2026, buying an estimated $152K and bringing the position to 1,148 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #134.

Evermay Wealth Management first reported a position in ROP in Q2 2017 and has held it in 29 quarters since. The position peaked at $910K in Q2 2021. 1,137 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Evermay Wealth Management held 1,148 shares of Roper Technologies worth $406K as of Q1 2026.
  • Evermay Wealth Management bought 413 Roper Technologies shares in Q1 2026, an estimated $152K.
  • Roper Technologies made up 0.05% of Evermay Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Evermay Wealth Management first reported a position in Roper Technologies in Q2 2017 and has held it in 29 quarters since.
  • Evermay Wealth Management's Roper Technologies position peaked at $910K in Q2 2021.
  • 1,137 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.