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RKL Wealth Management’s Roper Technologies ROP Stock Holding History

RKL Wealth Management’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 		$1.96M Sell
5,540
-324
-6% -$120K 0.18% 67
2025
Q4 		$2.61M Sell
5,864
-48
-0.8% -$22.2K 0.21% 58
2025
Q3 		$2.95M Sell
5,912
-999
-14% -$533K 0.25% 54
2025
Q2 		$3.92M Sell
6,911
-229
-3% -$129K 0.34% 45
2025
Q1 		$4.21M Sell
7,140
-101
-1% -$56.7K 0.4% 41
2024
Q4 		$3.76M Sell
7,241
-168
-2% -$92.2K 0.34% 45
2024
Q3 		$4.12M Sell
7,409
-113
-2% -$62.1K 0.37% 39
2024
Q2 		$4.24M Sell
7,522
-135
-2% -$72.8K 0.41% 36
2024
Q1 		$4.29M Buy
7,657
+36
+0.5% +$19.6K 0.43% 36
2023
Q4 		$4.15M Sell
7,621
-136
-2% -$70.1K 0.45% 35
2023
Q3 		$3.76M Sell
7,757
-51
-0.7% -$25K 0.46% 36
2023
Q2 		$3.75M Sell
7,808
-150
-2% -$67.9K 0.44% 38
2023
Q1 		$3.51M Sell
7,958
-259
-3% -$112K 0.44% 39
2022
Q4 		$3.55M Sell
8,217
-81
-1% -$33.4K 0.47% 36
2022
Q3 		$2.98M Sell
8,298
-144
-2% -$58.6K 0.43% 40
2022
Q2 		$3.33M Buy
8,442
+12
+0.1% +$5.22K 0.46% 40
2022
Q1 		$3.98M Sell
8,430
-74
-0.9% -$33.3K 0.48% 37
2021
Q4 		$4.18M Sell
8,504
-353
-4% -$168K 0.5% 37
2021
Q3 		$3.95M Sell
8,857
-100
-1% -$47.9K 0.5% 37
2021
Q2 		$4.21M Sell
8,957
-156
-2% -$69K 0.53% 34
2021
Q1 		$3.68M Sell
9,113
-748
-8% -$300K 0.49% 35
2020
Q4 		$4.25M Sell
9,861
-406
-4% -$167K 0.59% 34
2020
Q3 		$4.06M Sell
10,267
-213
-2% -$88.6K 0.65% 33
2020
Q2 		$4.07M Sell
10,480
-203
-2% -$72.7K 0.7% 33
2020
Q1 		$3.33M Sell
10,683
-230
-2% -$81.5K 0.7% 34
2019
Q4 		$3.87M Sell
10,913
-265
-2% -$91.5K 0.69% 34
2019
Q3 		$3.98M Sell
11,178
-348
-3% -$126K 0.76% 34
2019
Q2 		$4.22M Sell
11,526
-155
-1% -$55K 0.78% 34
2019
Q1 		$4M Sell
11,681
-240
-2% -$72.9K 0.78% 34
2018
Q4 		$3.18M Sell
11,921
-760
-6% -$215K 0.73% 35
2018
Q3 		$3.76M Sell
12,681
-284
-2% -$83.8K 0.8% 34
2018
Q2 		$3.58M Sell
12,965
-1,614
-11% -$445K 0.81% 34
2018
Q1 		$4.08M Sell
14,579
-1,491
-9% -$411K 0.97% 28
2017
Q4 		$4.15M Sell
16,070
-1,805
-10% -$463K 1.03% 27
2017
Q3 		$4.36M Sell
17,875
-2,731
-13% -$641K 1.22% 25
2017
Q2 		$4.77M Sell
20,606
-3,788
-16% -$839K 1.51% 25
2017
Q1 		$5.04M Sell
24,394
-4,144
-15% -$831K 2.03% 23
2016
Q4 		$5.22M Sell
28,538
-2,111
-7% -$379K 2.52% 20
2016
Q3 		$5.59M Sell
30,649
-99
-0.3% -$17.3K 2.82% 18
2016
Q2 		$5.32M Buy
30,748
+551
+2% +$96.4K 2.76% 20
2016
Q1 		$5.52M Buy
30,197
+1,044
+4% +$180K 3.17% 15
2015
Q4 		$5.53K Buy
29,153
+1,334
+5% +$244K 2.57% 15
2015
Q3 		$4.36M Buy
27,819
+1,162
+4% +$192K 2.75% 19
2015
Q2 		$4.6M Buy
26,657
+5,686
+27% +$985K 2.76% 17
2015
Q1 		$3.61M Buy
20,971
+685
+3% +$111K 2.18% 18
2014
Q4 		$3.17M Buy
20,286
+1,020
+5% +$156K 2.07% 22
2014
Q3 		$2.82M Buy
19,266
+886
+5% +$130K 1.97% 24
2014
Q2 		$2.68M Buy
18,380
+300
+2% +$41.9K 1.96% 24
2014
Q1 		$2.41M Buy
+18,080
New +$2.46M 1.83% 24

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

RKL Wealth Management's ROP Position: Q1 2026 in Review

RKL Wealth Management reduced its Roper Technologies (ROP) stake by 5.5% in Q1 2026, selling an estimated $120K and leaving 5,540 shares worth $1.96M. The position accounts for 0.18% of the portfolio, ranked #67.

RKL Wealth Management first reported a position in ROP in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.59M in Q3 2016. 1,135 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • RKL Wealth Management held 5,540 shares of Roper Technologies worth $1.96M as of Q1 2026.
  • RKL Wealth Management sold 324 Roper Technologies shares in Q1 2026, an estimated $120K.
  • Roper Technologies made up 0.18% of RKL Wealth Management's portfolio in Q1 2026, its #67 holding.
  • RKL Wealth Management first reported a position in Roper Technologies in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's Roper Technologies position peaked at $5.59M in Q3 2016.
  • 1,135 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.