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Phillips Wealth Planners’s Roper Technologies ROP Stock Holding History

Phillips Wealth Planners’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 		$221K Buy
+673
New +$248K 0.17% 194
2025
Q4 		– Sell
-653
Closed -$331K – 210
2025
Q3 		$331K Buy
+653
New +$348K 0.27% 124

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

Phillips Wealth Planners's ROP Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Roper Technologies (ROP) in Q1 2026: 673 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #194 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in ROP as recently as Q3 2025.

Phillips Wealth Planners first reported a position in ROP in Q3 2025 and has held it in 2 quarters since. The position peaked at $331K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Phillips Wealth Planners held 673 shares of Roper Technologies worth $221K as of Q1 2026.
  • Roper Technologies was a new Phillips Wealth Planners position in Q1 2026.
  • Roper Technologies made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #194 holding.
  • Phillips Wealth Planners first reported a position in Roper Technologies in Q3 2025 and has held it in 2 quarters since.
  • Phillips Wealth Planners's Roper Technologies position peaked at $331K in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.