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Sequoia Financial Advisors’s Roper Technologies ROP Stock Holding History

Sequoia Financial Advisors’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 		$3.48M Sell
10,295
-1,016
-9% -$346K 0.02% 432
2026
Q1 		$4M Sell
11,311
-89
-0.8% -$32.8K 0.02% 371
2025
Q4 		$5.07M Buy
11,400
+1,470
+15% +$681K 0.03% 326
2025
Q3 		$4.95M Sell
9,930
-362
-4% -$193K 0.03% 307
2025
Q2 		$5.83M Buy
10,292
+137
+1% +$77.4K 0.04% 260
2025
Q1 		$5.99M Buy
10,155
+7,663
+308% +$4.3M 0.05% 245
2024
Q4 		$1.3M Sell
2,492
-2,438
-49% -$1.34M 0.01% 506
2024
Q3 		$2.74M Buy
4,930
+465
+10% +$256K 0.03% 311
2024
Q2 		$2.52M Buy
4,465
+485
+12% +$261K 0.03% 279
2024
Q1 		$2.23M Sell
3,980
-1,275
-24% -$696K 0.03% 308
2023
Q4 		$2.86M Buy
5,255
+3,660
+229% +$1.89M 0.04% 286
2023
Q3 		$772K Sell
1,595
-4
-0.3% -$1.96K 0.01% 397
2023
Q2 		$769K Buy
1,599
+61
+4% +$27.6K 0.01% 404
2023
Q1 		$678K Buy
1,538
+184
+14% +$79.5K 0.02% 390
2022
Q4 		$585K Buy
1,354
+719
+113% +$296K 0.01% 393
2022
Q3 		$228K Sell
635
-184
-22% -$74.9K 0.01% 458
2022
Q2 		$323K Buy
819
+42
+5% +$18.3K 0.01% 419
2022
Q1 		$367K Buy
+777
New +$350K 0.01% 434
2021
Q1 		– Sell
-493
Closed -$213K – 462
2020
Q4 		$213K Buy
+493
New +$202K 0.01% 386
2020
Q2 		– Sell
-949
Closed -$296K – 397
2020
Q1 		$296K Buy
949
+28
+3% +$9.92K 0.02% 270
2019
Q4 		$326K Buy
921
+68
+8% +$23.5K 0.02% 287
2019
Q3 		$304K Buy
853
+3
+0.4% +$1.09K 0.02% 276
2019
Q2 		$311K Hold
850
– – 0.02% 271
2019
Q1 		$291K Buy
+850
New +$258K 0.02% 270
2014
Q3 		– Sell
-1,520
Closed -$222K – 180
2014
Q2 		$222K Buy
+1,520
New +$212K 0.17% 140

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

Sequoia Financial Advisors's ROP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Roper Technologies (ROP) stake by 9% in Q2 2026, selling an estimated $346K and leaving 10,295 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #432.

Sequoia Financial Advisors first reported a position in ROP in Q2 2014 and has held it in 25 quarters since. The position peaked at $5.99M in Q1 2025. 1,076 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Sequoia Financial Advisors held 10,295 shares of Roper Technologies worth $3.48M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,016 Roper Technologies shares in Q2 2026, an estimated $346K.
  • Roper Technologies made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #432 holding.
  • Sequoia Financial Advisors first reported a position in Roper Technologies in Q2 2014 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's Roper Technologies position peaked at $5.99M in Q1 2025.
  • 1,076 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.