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SageView Advisory Group’s Roper Technologies ROP Stock Holding History

SageView Advisory Group’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 		– Sell
-94
Closed -$41.6K – 2046
2025
Q4 		$41.6K Buy
+94
New +$43.5K ﹤0.01% 1152
2025
Q3 		– Sell
-456
Closed -$255K – 660
2025
Q2 		$255K Sell
456
-7
-2% -$3.96K 0.01% 539
2025
Q1 		$273K Sell
463
-430
-48% -$241K 0.01% 496
2024
Q4 		$464K Buy
893
+509
+133% +$279K 0.02% 356
2024
Q3 		$214K Sell
384
-32
-8% -$17.6K 0.01% 480
2024
Q2 		$235K Buy
+416
New +$224K 0.01% 502
2024
Q1 		– Sell
-630
Closed -$354K – 747
2023
Q4 		$354K Sell
630
-1,509
-71% -$777K 0.02% 465
2023
Q3 		$1.04M Buy
2,139
+5
+0.2% +$2.45K 0.06% 206
2023
Q2 		$1.03M Buy
2,134
+78
+4% +$35.3K 0.06% 221
2023
Q1 		$906K Buy
+2,056
New +$889K 0.06% 220

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

SageView Advisory Group's ROP Position: Q1 2026 in Review

SageView Advisory Group sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 94 shares — an estimated $41.6K sold.

SageView Advisory Group first reported a position in ROP in Q1 2023 and held it in 10 quarters. The position peaked at $1.04M in Q3 2023. 1,148 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • SageView Advisory Group reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 94 Roper Technologies shares in Q1 2026, an estimated $41.6K.
  • SageView Advisory Group first reported a position in Roper Technologies in Q1 2023 and held it in 10 quarters.
  • SageView Advisory Group's Roper Technologies position peaked at $1.04M in Q3 2023.
  • 1,148 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.