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Mount Yale Investment Advisors’s Roper Technologies ROP Stock Holding History

Mount Yale Investment 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
Q1 		$256K Buy
+722
New +$266K 0.01% 963
2025
Q3 		– Sell
-529
Closed -$300K – 1415
2025
Q2 		$300K Buy
529
+6
+1% +$3.39K 0.02% 455
2025
Q1 		$308K Buy
523
+35
+7% +$19.6K 0.03% 425
2024
Q4 		$254K Sell
488
-12
-2% -$6.59K 0.02% 485
2024
Q3 		$278K Sell
500
-244
-33% -$134K 0.03% 464
2024
Q2 		$419K Sell
744
-228
-23% -$123K 0.03% 376
2024
Q1 		$545K Sell
972
-52
-5% -$28.4K 0.04% 337
2023
Q4 		$558K Sell
1,024
-42
-4% -$21.6K 0.05% 301
2023
Q3 		$516K Sell
1,066
-76
-7% -$37.2K 0.06% 303
2023
Q2 		$549K Sell
1,142
-25
-2% -$11.3K 0.06% 292
2023
Q1 		$514K Sell
1,167
-34
-3% -$14.7K 0.06% 293
2022
Q4 		$519K Buy
1,201
+30
+3% +$12.4K 0.06% 276
2022
Q3 		$421K Buy
+1,171
New +$477K 0.06% 291
2018
Q4 		– Sell
-88
Closed -$26K – 680
2018
Q3 		$26K Hold
88
– – ﹤0.01% 732
2018
Q2 		$24K Hold
88
– – ﹤0.01% 758
2018
Q1 		$25K Buy
+88
New +$24.3K 0.01% 731

Other funds holding ROP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mount Yale Investment Advisors's ROP Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Roper Technologies (ROP) in Q1 2026: 722 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ROP as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ROP in Q1 2018 and has held it in 16 quarters since. The position peaked at $558K in Q4 2023. 1,139 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Mount Yale Investment Advisors held 722 shares of Roper Technologies worth $256K as of Q1 2026.
  • Roper Technologies was a new Mount Yale Investment Advisors position in Q1 2026.
  • Roper Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #963 holding.
  • Mount Yale Investment Advisors first reported a position in Roper Technologies in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Roper Technologies position peaked at $558K in Q4 2023.
  • 1,139 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.