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JFS Wealth Advisors’s Roper Technologies ROP Stock Holding History

JFS 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 		$158K Sell
468
-142
-23% -$48.4K 0.01% 369
2026
Q1 		$216K Sell
610
-26
-4% -$9.59K 0.01% 316
2025
Q4 		$283K Hold
636
– – 0.02% 281
2025
Q3 		$317K Sell
636
-2
-0.3% -$1.07K 0.02% 274
2025
Q2 		$362K Hold
638
– – 0.02% 237
2025
Q1 		$376K Sell
638
-8
-1% -$4.49K 0.03% 228
2024
Q4 		$336K Sell
646
-31
-5% -$17K 0.02% 235
2024
Q3 		$377K Buy
677
+1
+0.1% +$550 0.03% 219
2024
Q2 		$381K Sell
676
-1
-0.1% -$539 0.03% 170
2024
Q1 		$380K Hold
677
– – 0.03% 176
2023
Q4 		$369K Buy
677
+8
+1% +$4.12K 0.03% 163
2023
Q3 		$324K Buy
669
+280
+72% +$137K 0.03% 171
2023
Q2 		$187K Sell
389
-1
-0.3% -$453 0.02% 222
2023
Q1 		$172K Buy
390
+1
+0.3% +$432 0.02% 229
2022
Q4 		$168K Sell
389
-2
-0.5% -$824 0.02% 229
2022
Q3 		$141K Buy
391
+2
+0.5% +$814 0.02% 251
2022
Q2 		$154K Sell
389
-7
-2% -$3.04K 0.02% 245
2022
Q1 		$187K Buy
396
+24
+6% +$10.8K 0.02% 232
2021
Q4 		$183K Buy
372
+6
+2% +$2.86K 0.02% 239
2021
Q3 		$163K Buy
+366
New +$175K 0.02% 241
2016
Q2 		– Sell
-4
Closed -$1K – 598
2016
Q1 		$1K Buy
+4
New +$689 ﹤0.01% 596

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

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

JFS Wealth Advisors reduced its Roper Technologies (ROP) stake by 23% in Q2 2026, selling an estimated $48.4K and leaving 468 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #369.

JFS Wealth Advisors first reported a position in ROP in Q1 2016 and has held it in 21 quarters since. The position peaked at $381K in Q2 2024. 1,072 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • JFS Wealth Advisors held 468 shares of Roper Technologies worth $158K as of Q2 2026.
  • JFS Wealth Advisors sold 142 Roper Technologies shares in Q2 2026, an estimated $48.4K.
  • Roper Technologies made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • JFS Wealth Advisors first reported a position in Roper Technologies in Q1 2016 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Roper Technologies position peaked at $381K in Q2 2024.
  • 1,072 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.