PF
ROP icon

PlanVest Financial’s Roper Technologies ROP Stock Holding History

PlanVest Financial’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 		$5.41K Hold
16
– – ﹤0.01% 453
2026
Q1 		$5.66K Buy
+16
New +$5.9K ﹤0.01% 418

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

PlanVest Financial's ROP Position: Q2 2026 in Review

PlanVest Financial held its Roper Technologies (ROP) position steady in Q2 2026 at 16 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

PlanVest Financial first reported a position in ROP in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.66K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • PlanVest Financial held 16 shares of Roper Technologies worth $5.41K as of Q2 2026.
  • PlanVest Financial left its Roper Technologies share count unchanged in Q2 2026.
  • Roper Technologies made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #453 holding.
  • PlanVest Financial first reported a position in Roper Technologies in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Roper Technologies position peaked at $5.66K in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.