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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
Q2 		$343K Buy
942
+269
+40% +$91.7K 0.25% 124
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 $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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phillips Wealth Planners's ROP Position: Q2 2026 in Review

Phillips Wealth Planners increased its Roper Technologies (ROP) stake by 40% in Q2 2026, buying an estimated $91.7K and bringing the position to 942 shares worth $343K. The position accounts for 0.25% of the portfolio, ranked #124.

Phillips Wealth Planners first reported a position in ROP in Q3 2025 and has held it in 3 quarters since. 1,077 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Phillips Wealth Planners held 942 shares of Roper Technologies worth $343K as of Q2 2026.
  • Phillips Wealth Planners bought 269 Roper Technologies shares in Q2 2026, an estimated $91.7K.
  • Roper Technologies made up 0.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #124 holding.
  • Phillips Wealth Planners first reported a position in Roper Technologies in Q3 2025 and has held it in 3 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.