EWA
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EverSource Wealth Advisors’s Roper Technologies ROP Stock Holding History

EverSource Wealth Advisors’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 		$298K Sell
881
-1,131
-56% -$386K 0.01% 804
2026
Q1 		$712K Buy
2,012
+208
+12% +$76.7K 0.02% 477
2025
Q4 		$803K Buy
1,804
+284
+19% +$132K 0.03% 390
2025
Q3 		$758K Buy
1,520
+151
+11% +$80.5K 0.03% 380
2025
Q2 		$776K Buy
1,369
+325
+31% +$184K 0.04% 337
2025
Q1 		$616K Buy
1,044
+166
+19% +$93.2K 0.03% 343
2024
Q4 		$456K Buy
878
+66
+8% +$36.2K 0.03% 396
2024
Q3 		$452K Buy
812
+102
+14% +$56.1K 0.03% 348
2024
Q2 		$387K Buy
710
+233
+49% +$126K 0.03% 366
2024
Q1 		$244K Buy
477
+109
+30% +$59.5K 0.02% 435
2023
Q4 		$201K Buy
368
+56
+18% +$28.8K 0.02% 430
2023
Q3 		$151K Buy
312
+56
+22% +$27.4K 0.02% 465
2023
Q2 		$123K Buy
256
+64
+33% +$29K 0.01% 509
2023
Q1 		$84.6K Buy
192
+68
+55% +$29.4K 0.01% 599
2022
Q4 		$53.6K Sell
124
-48
-28% -$19.8K 0.01% 737
2022
Q3 		$62K Buy
172
+101
+142% +$41.1K 0.01% 578
2022
Q2 		$28K Buy
71
+2
+3% +$870 0.01% 744
2022
Q1 		$32K Buy
69
+13
+23% +$5.85K 0.01% 557
2021
Q4 		$28K Buy
+56
New +$26.7K 0.01% 560

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

EverSource Wealth Advisors's ROP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Roper Technologies (ROP) stake by 56% in Q2 2026, selling an estimated $386K and leaving 881 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #804.

EverSource Wealth Advisors first reported a position in ROP in Q4 2021 and has held it in 19 quarters since. The position peaked at $803K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • EverSource Wealth Advisors held 881 shares of Roper Technologies worth $298K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,131 Roper Technologies shares in Q2 2026, an estimated $386K.
  • Roper Technologies made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #804 holding.
  • EverSource Wealth Advisors first reported a position in Roper Technologies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Roper Technologies position peaked at $803K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.