Physician Wealth Advisors’s Roper Technologies ROP Stock Holding History

Physician Wealth 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	$1.35K	Sell	4 -56	-93%	-$19.1K	﹤0.01%	1693
2026 Q1	$21.2K	Buy	60 +11	+22%	+$4.06K	﹤0.01%	598
2025 Q4	$21.8K	Buy	49 +6	+14%	+$2.78K	﹤0.01%	568
2025 Q3	$21.4K	Buy	43 +39	+975%	+$20.8K	﹤0.01%	561
2025 Q2	$2.27K	Hold	4	–	–	﹤0.01%	1002
2025 Q1	$2.36K	Hold	4	–	–	﹤0.01%	841
2024 Q4	$2.08K	Buy	+4	New	+$2.2K	﹤0.01%	842

Other funds holding ROP

DLA

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

FWIA

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Physician Wealth Advisors's ROP Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Roper Technologies (ROP) stake by 93% in Q2 2026, selling an estimated $19.1K and leaving 4 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Physician Wealth Advisors first reported a position in ROP in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8K in Q4 2025. 204 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

Physician Wealth Advisors held 4 shares of Roper Technologies worth $1.35K as of Q2 2026.
Physician Wealth Advisors sold 56 Roper Technologies shares in Q2 2026, an estimated $19.1K.
Roper Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1693 holding.
Physician Wealth Advisors first reported a position in Roper Technologies in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Roper Technologies position peaked at $21.8K in Q4 2025.
204 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.