UF
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Univest Financial’s Roper Technologies ROP Stock Holding History

Univest Financial’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 		$1.14M Sell
3,222
-8,926
-73% -$3.29M 0.06% 151
2025
Q4 		$5.41M Sell
12,148
-1,215
-9% -$563K 0.29% 63
2025
Q3 		$6.66M Buy
13,363
+356
+3% +$190K 0.37% 57
2025
Q2 		$7.37M Sell
13,007
-2,540
-16% -$1.44M 0.44% 52
2025
Q1 		$9.17M Sell
15,547
-14,850
-49% -$8.33M 0.6% 44
2024
Q4 		$15.8M Buy
30,397
+121
+0.4% +$66.4K 1% 24
2024
Q3 		$16.8M Buy
30,276
+20,272
+203% +$11.1M 1.11% 24
2024
Q2 		$5.64M Sell
10,004
-147
-1% -$79.3K 1.57% 19
2024
Q1 		$5.69M Sell
10,151
-716
-7% -$391K 1.6% 20
2023
Q4 		$5.92M Sell
10,867
-70
-0.6% -$36.1K 1.75% 19
2023
Q3 		$5.3M Buy
10,937
+2,405
+28% +$1.18M 1.77% 19
2023
Q2 		$4.1M Sell
8,532
-4,364
-34% -$1.98M 1.24% 27
2023
Q1 		$5.68M Sell
12,896
-480
-4% -$207K 1.77% 18
2022
Q4 		$5.78M Sell
13,376
-259
-2% -$107K 1.82% 13
2022
Q3 		$4.9M Buy
13,635
+3,451
+34% +$1.4M 1.6% 18
2022
Q2 		$4.02M Buy
10,184
+56
+0.6% +$24.3K 1.31% 28
2022
Q1 		$4.78M Sell
10,128
-299
-3% -$135K 1.35% 28
2021
Q4 		$5.13M Sell
10,427
-132
-1% -$62.8K 1.31% 30
2021
Q3 		$4.71M Sell
10,559
-154
-1% -$73.8K 1.32% 29
2021
Q2 		$5.04M Sell
10,713
-201
-2% -$88.9K 1.38% 26
2021
Q1 		$4.4M Buy
+10,914
New +$4.38M 1.24% 34

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

Univest Financial's ROP Position: Q1 2026 in Review

Univest Financial reduced its Roper Technologies (ROP) stake by 73% in Q1 2026, selling an estimated $3.29M and leaving 3,222 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #151.

Univest Financial first reported a position in ROP in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.8M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Univest Financial held 3,222 shares of Roper Technologies worth $1.14M as of Q1 2026.
  • Univest Financial sold 8,926 Roper Technologies shares in Q1 2026, an estimated $3.29M.
  • Roper Technologies made up 0.06% of Univest Financial's portfolio in Q1 2026, its #151 holding.
  • Univest Financial first reported a position in Roper Technologies in Q1 2021 and has held it in 21 quarters since.
  • Univest Financial's Roper Technologies position peaked at $16.8M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.