Legacy Financial Advisors’s Roper Technologies ROP Stock Holding History

Legacy Financial 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	$590K	Sell	1,743 -325	-16%	-$111K	0.07%	219
2026 Q1	$732K	Buy	2,068 +1,570	+315%	+$579K	0.1%	176
2025 Q4	$222K	Buy	498 +51	+11%	+$23.6K	0.03%	370
2025 Q3	$223K	Buy	447 +87	+24%	+$46.4K	0.03%	383
2025 Q2	$204K	Sell	360 -62	-15%	-$35K	0.03%	335
2025 Q1	$249K	Buy	+422	New	+$237K	0.04%	308
2019 Q2	–	Sell	-81	Closed	-$28K	–	735
2019 Q1	$28K	Buy	81 +15	+23%	+$4.55K	0.01%	390
2018 Q4	$18K	Buy	66 +33	+100%	+$9.33K	0.01%	435
2018 Q3	$9K	Hold	33	–	–	﹤0.01%	556
2018 Q2	$9K	Buy	33 +5	+18%	+$1.38K	﹤0.01%	559
2018 Q1	$7K	Hold	28	–	–	﹤0.01%	580
2017 Q4	$7K	Buy	+28	New	+$7.19K	﹤0.01%	577

Other funds holding ROP

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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Financial Advisors's ROP Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Roper Technologies (ROP) stake by 16% in Q2 2026, selling an estimated $111K and leaving 1,743 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #219.

Legacy Financial Advisors first reported a position in ROP in Q4 2017 and has held it in 12 quarters since. The position peaked at $732K in Q1 2026. 1,077 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

Legacy Financial Advisors held 1,743 shares of Roper Technologies worth $590K as of Q2 2026.
Legacy Financial Advisors sold 325 Roper Technologies shares in Q2 2026, an estimated $111K.
Roper Technologies made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #219 holding.
Legacy Financial Advisors first reported a position in Roper Technologies in Q4 2017 and has held it in 12 quarters since.
Legacy Financial Advisors's Roper Technologies position peaked at $732K in Q1 2026.
1,077 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.