Loring Wolcott & Coolidge Fiduciary Advisors’s Roper Technologies ROP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$8.18M	Sell	24,177 -44,046	-65%	-$15M	0.08%	77
2026 Q1	$23.4M	Sell	68,223 -50,180	-42%	-$18.5M	0.23%	56
2025 Q4	$43.7M	Sell	118,403 -94,721	-44%	-$43.9M	0.4%	49
2025 Q3	$102M	Sell	213,124 -2,700	-1%	-$1.44M	0.9%	30
2025 Q2	$122M	Sell	215,824 -6,388	-3%	-$3.61M	1.08%	27
2025 Q1	$122M	Sell	222,212 -9,321	-4%	-$5.23M	1.19%	26
2024 Q4	$125M	Sell	231,533 -5,642	-2%	-$3.1M	1.08%	29
2024 Q3	$129M	Sell	237,175 -3,458	-1%	-$1.9M	1.15%	27
2024 Q2	$136M	Buy	240,633 +2,399	+1%	+$1.29M	1.26%	26
2024 Q1	$128M	Sell	238,234 -6,130	-3%	-$3.34M	1.28%	25
2023 Q4	$131M	Sell	244,364 -1,296	-0.5%	-$668K	1.3%	26
2023 Q3	$121M	Sell	245,660 -3,319	-1%	-$1.63M	1.36%	25
2023 Q2	$120M	Sell	248,979 -2,015	-0.8%	-$912K	1.28%	25
2023 Q1	$111M	Sell	250,994 -1,965	-0.8%	-$849K	1.27%	26
2022 Q4	$109M	Sell	252,959 -270	-0.1%	-$111K	1.35%	25
2022 Q3	$91.1M	Buy	253,229 +862	+0.3%	+$351K	1.18%	26
2022 Q2	$99.6M	Sell	252,367 -4,702	-2%	-$2.04M	1.22%	26
2022 Q1	$121M	Buy	257,069 +337	+0.1%	+$152K	1.25%	27
2021 Q4	$126M	Buy	256,732 +3,682	+1%	+$1.75M	1.16%	30
2021 Q3	$113M	Buy	253,050 +2,308	+0.9%	+$1.11M	1.12%	29
2021 Q2	$118M	Buy	250,742 +6,170	+3%	+$2.73M	1.19%	29
2021 Q1	$98.6M	Buy	244,572 +10,446	+4%	+$4.19M	1.09%	31
2020 Q4	$101M	Buy	234,126 +9,346	+4%	+$3.84M	1.13%	30
2020 Q3	$88.8M	Buy	224,780 +3,053	+1%	+$1.27M	1.11%	29
2020 Q2	$86.1M	Buy	221,727 +3,401	+2%	+$1.22M	1.19%	28
2020 Q1	$68.1M	Buy	218,326 +45,233	+26%	+$16M	1.14%	27
2019 Q4	$61.3M	Buy	173,093 +55,660	+47%	+$19.2M	0.83%	34
2019 Q3	$41.9M	Buy	117,433 +4,404	+4%	+$1.6M	0.61%	40
2019 Q2	$41.4M	Buy	113,029 +4,697	+4%	+$1.67M	0.6%	43
2019 Q1	$37M	Buy	108,332 +3,397	+3%	+$1.03M	0.56%	43
2018 Q4	$28M	Buy	104,935 +6,077	+6%	+$1.72M	0.51%	47
2018 Q3	$29.3M	Buy	98,858 +2,550	+3%	+$752K	0.46%	51
2018 Q2	$26.6M	Buy	96,308 +36,256	+60%	+$10M	0.46%	51
2018 Q1	$16.9M	Buy	60,052 +51,578	+609%	+$14.2M	0.31%	63
2017 Q4	$2.19M	Buy	8,474 +6,699	+377%	+$1.72M	0.04%	121
2017 Q3	$432K	Hold	1,775	–	–	0.01%	208
2017 Q2	$412K	Hold	1,775	–	–	0.01%	207
2017 Q1	$367K	Hold	1,775	–	–	0.01%	215
2016 Q4	$325K	Hold	1,775	–	–	0.01%	223
2016 Q3	$324K	Hold	1,775	–	–	0.01%	222
2016 Q2	$303K	Hold	1,775	–	–	0.01%	224
2016 Q1	$324K	Buy	1,775 +200	+13%	+$34.5K	0.01%	211
2015 Q4	$299K	Buy	1,575 +800	+103%	+$147K	0.01%	234
2015 Q3	$134K	Hold	775	–	–	﹤0.01%	322
2015 Q2	$134K	Hold	775	–	–	﹤0.01%	322
2015 Q1	$133K	Hold	775	–	–	﹤0.01%	334
2014 Q4	$121K	Hold	775	–	–	﹤0.01%	336
2014 Q3	$113K	Sell	775 -100	-11%	-$14.7K	﹤0.01%	330
2014 Q2	$128K	Hold	875	–	–	﹤0.01%	325
2014 Q1	$117K	Hold	875	–	–	﹤0.01%	321
2013 Q4	$121K	Sell	875 -115	-12%	-$14.9K	﹤0.01%	307
2013 Q3	$132K	Hold	990	–	–	﹤0.01%	280
2013 Q2	$123K	Buy	+990	New	+$121K	﹤0.01%	302

Other funds holding ROP

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ROP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Roper Technologies (ROP) stake by 65% in Q2 2026, selling an estimated $15M and leaving 24,177 shares worth $8.18M. The position accounts for 0.08% of the portfolio, ranked #77.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ROP in Q2 2013 and has held it in 53 quarters since. The position peaked at $136M in Q2 2024. 480 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 24,177 shares of Roper Technologies worth $8.18M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 44,046 Roper Technologies shares in Q2 2026, an estimated $15M.
Roper Technologies made up 0.08% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #77 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Roper Technologies in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Roper Technologies position peaked at $136M in Q2 2024.
480 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.