GA
ROP icon

GoalVest Advisory’s Roper Technologies ROP Stock Holding History

GoalVest Advisory’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 		– Sell
-99
Closed -$44.1K – 534
2025
Q4 		$44.1K Hold
99
– – 0.01% 255
2025
Q3 		$49.4K Hold
99
– – 0.01% 222
2025
Q2 		$56.1K Buy
99
+78
+371% +$44.1K 0.01% 197
2025
Q1 		$12.4K Sell
21
-24
-53% -$13.5K ﹤0.01% 256
2024
Q4 		$23.4K Hold
45
– – 0.01% 235
2024
Q3 		$25K Hold
45
– – 0.01% 251
2024
Q2 		$25.4K Sell
45
-55
-55% -$29.7K 0.01% 217
2024
Q1 		$56.1K Buy
100
+90
+900% +$49.1K 0.02% 186
2023
Q4 		$5.45K Sell
10
-12
-55% -$6.18K ﹤0.01% 282
2023
Q3 		$10.7K Buy
+22
New +$10.8K 0.01% 275
2022
Q2 		– Sell
-17
Closed -$8K – 498
2022
Q1 		$8K Buy
+17
New +$7.65K ﹤0.01% 254

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

GoalVest Advisory's ROP Position: Q1 2026 in Review

GoalVest Advisory sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 99 shares — an estimated $44.1K sold.

GoalVest Advisory first reported a position in ROP in Q1 2022 and held it in 11 quarters. The position peaked at $56.1K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • GoalVest Advisory reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 99 Roper Technologies shares in Q1 2026, an estimated $44.1K.
  • GoalVest Advisory first reported a position in Roper Technologies in Q1 2022 and held it in 11 quarters.
  • GoalVest Advisory's Roper Technologies position peaked at $56.1K in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.