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Synergy Investment Management’s Roper Technologies ROP Stock Holding History

Synergy Investment 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
Q2 		$4.41K Sell
13
-3
-19% -$1.02K ﹤0.01% 779
2026
Q1 		$5.67K Buy
+16
New +$5.9K ﹤0.01% 566
2025
Q2 		– Sell
-13
Closed -$7.68K – 455
2025
Q1 		$7.68K Sell
13
-1
-7% -$561 ﹤0.01% 402
2024
Q4 		$6.77K Buy
+14
New +$7.68K ﹤0.01% 425

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 $3.38T AUM 44.17% 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

Synergy Investment Management's ROP Position: Q2 2026 in Review

Synergy Investment Management reduced its Roper Technologies (ROP) stake by 19% in Q2 2026, selling an estimated $1.02K and leaving 13 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Synergy Investment Management first reported a position in ROP in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.68K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Synergy Investment Management held 13 shares of Roper Technologies worth $4.41K as of Q2 2026.
  • Synergy Investment Management sold 3 Roper Technologies shares in Q2 2026, an estimated $1.02K.
  • Roper Technologies made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #779 holding.
  • Synergy Investment Management first reported a position in Roper Technologies in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Roper Technologies position peaked at $7.68K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.