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Guardian Wealth Advisors (North Carolina)’s Roper Technologies ROP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-594
Closed -$210K – 545
2026
Q1 		$210K Sell
594
-948
-61% -$350K 0.01% 346
2025
Q4 		$686K Sell
1,542
-3,459
-69% -$1.6M 0.04% 185
2025
Q3 		$2.49M Buy
5,001
+57
+1% +$30.4K 0.16% 87
2025
Q2 		$2.8M Buy
4,944
+196
+4% +$111K 0.2% 73
2025
Q1 		$2.8M Buy
4,748
+176
+4% +$98.8K 0.22% 68
2024
Q4 		$2.38M Buy
4,572
+604
+15% +$332K 0.19% 76
2024
Q3 		$2.21M Buy
3,968
+124
+3% +$68.2K 0.23% 57
2024
Q2 		$2.17M Buy
3,844
+38
+1% +$20.5K 0.25% 53
2024
Q1 		$2.13M Buy
3,806
+66
+2% +$36K 0.26% 57
2023
Q4 		$2.04M Buy
3,740
+23
+0.6% +$11.8K 0.31% 51
2023
Q3 		$1.8M Buy
3,717
+141
+4% +$69.1K 0.31% 50
2023
Q2 		$1.72M Buy
3,576
+165
+5% +$74.7K 0.29% 46
2023
Q1 		$1.5M Buy
3,411
+319
+10% +$138K 0.26% 49
2022
Q4 		$1.34M Sell
3,092
-18
-0.6% -$7.42K 0.26% 51
2022
Q3 		$1.12M Sell
3,110
-33
-1% -$13.4K 0.21% 58
2022
Q2 		$1.24M Buy
3,143
+1,979
+170% +$860K 0.23% 49
2022
Q1 		$550K Buy
1,164
+52
+5% +$23.4K 0.24% 74
2021
Q4 		$547K Buy
+1,112
New +$529K 0.24% 81

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

Guardian Wealth Advisors (North Carolina)'s ROP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Roper Technologies (ROP) in Q2 2026, closing a stake of 594 shares — an estimated $210K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ROP in Q4 2021 and held it in 18 quarters. The position peaked at $2.8M in Q2 2025. 1,070 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Roper Technologies position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 594 Roper Technologies shares in Q2 2026, an estimated $210K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Roper Technologies in Q4 2021 and held it in 18 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Roper Technologies position peaked at $2.8M in Q2 2025.
  • 1,070 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.