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LRI Investments’s Roper Technologies ROP Stock Holding History

LRI Investments’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 		$61.2K Buy
181
+49
+37% +$16.7K ﹤0.01% 528
2026
Q1 		$46.7K Buy
+132
New +$48.7K ﹤0.01% 526
2024
Q3 		– Sell
-200
Closed -$113K – 1194
2024
Q2 		$113K Buy
200
+192
+2,400% +$104K 0.01% 359
2024
Q1 		$4.49K Buy
+8
New +$4.37K ﹤0.01% 649

Other funds holding ROP

Sumitomo Mitsui Trust Group
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
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
VF
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

LRI Investments's ROP Position: Q2 2026 in Review

LRI Investments increased its Roper Technologies (ROP) stake by 37% in Q2 2026, buying an estimated $16.7K and bringing the position to 181 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

LRI Investments first reported a position in ROP in Q1 2024 and has held it in 4 quarters since. The position peaked at $113K in Q2 2024. 417 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • LRI Investments held 181 shares of Roper Technologies worth $61.2K as of Q2 2026.
  • LRI Investments bought 49 Roper Technologies shares in Q2 2026, an estimated $16.7K.
  • Roper Technologies made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #528 holding.
  • LRI Investments first reported a position in Roper Technologies in Q1 2024 and has held it in 4 quarters since.
  • LRI Investments's Roper Technologies position peaked at $113K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.