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Root Financial Partners’s Roper Technologies ROP Stock Holding History

Root Financial Partners’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 		– Sell
-66
Closed -$23.4K – 2589
2026
Q1 		$23.4K Sell
66
-38
-37% -$14K ﹤0.01% 1231
2025
Q4 		$46.3K Sell
104
-24
-19% -$11.1K ﹤0.01% 746
2025
Q3 		$63.8K Buy
+128
New +$68.3K ﹤0.01% 583

Other funds holding ROP

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Root Financial Partners's ROP Position: Q2 2026 in Review

Root Financial Partners sold out of Roper Technologies (ROP) in Q2 2026, closing a stake of 66 shares — an estimated $23.4K sold.

Root Financial Partners first reported a position in ROP in Q3 2025 and held it in 3 quarters. The position peaked at $63.8K in Q3 2025. 366 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Root Financial Partners reported no remaining Roper Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 66 Roper Technologies shares in Q2 2026, an estimated $23.4K.
  • Root Financial Partners first reported a position in Roper Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Roper Technologies position peaked at $63.8K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.