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Sendero Wealth Management’s Roper Technologies ROP Stock Holding History

Sendero 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 		– Sell
-513
Closed -$228K – 215
2025
Q4 		$228K Buy
513
+31
+6% +$14.4K 0.03% 192
2025
Q3 		$240K Hold
482
– – 0.03% 178
2025
Q2 		$273K Sell
482
-6
-1% -$3.39K 0.03% 174
2025
Q1 		$288K Buy
+488
New +$274K 0.04% 160

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

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

Sendero Wealth Management sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 513 shares — an estimated $228K sold.

Sendero Wealth Management first reported a position in ROP in Q1 2025 and held it in 4 quarters. The position peaked at $288K in Q1 2025. 1,138 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Sendero Wealth Management reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 513 Roper Technologies shares in Q1 2026, an estimated $228K.
  • Sendero Wealth Management first reported a position in Roper Technologies in Q1 2025 and held it in 4 quarters.
  • Sendero Wealth Management's Roper Technologies position peaked at $288K in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.