Wealth Enhancement Advisory Services
ROP icon

Wealth Enhancement Advisory Services’s Roper Technologies ROP Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.06M Sell
11,397
-13,816
-55% -$4.71M 0.01% 1149
2026
Q1 		$8.5M Buy
25,213
+632
+3% +$233K 0.02% 662
2025
Q4 		$10.7M Buy
24,581
+6,791
+38% +$3.15M 0.01% 671
2025
Q3 		$9.08M Buy
17,790
+147
+0.8% +$78.4K 0.01% 694
2025
Q2 		$10.1M Buy
17,643
+153
+0.9% +$86.5K 0.02% 624
2025
Q1 		$10.3M Buy
17,490
+311
+2% +$175K 0.02% 568
2024
Q4 		$8.93M Sell
17,179
-539
-3% -$296K 0.02% 599
2024
Q3 		$9.86M Sell
17,718
-380
-2% -$209K 0.02% 518
2024
Q2 		$10.2M Sell
18,098
-443
-2% -$239K 0.02% 482
2024
Q1 		$10.4M Sell
18,541
-261
-1% -$142K 0.03% 461
2023
Q4 		$10.3M Buy
18,802
+1,320
+8% +$680K 0.03% 426
2023
Q3 		$8.47M Buy
+17,482
New +$8.57M 0.03% 444
2021
Q2 		– Sell
-6,224
Closed -$2.59M – 304
2021
Q1 		$2.59M Buy
6,224
+272
+5% +$109K 0.05% 133
2020
Q4 		$2.45M Buy
5,952
+768
+15% +$315K 0.06% 109
2020
Q3 		$2.19M Buy
5,184
+1,519
+41% +$632K 0.06% 111
2020
Q2 		$1.53M Sell
3,665
-155
-4% -$55.5K 0.04% 142
2020
Q1 		$1.29M Buy
+3,820
New +$1.35M 0.05% 148

Other funds holding ROP

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's ROP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Roper Technologies (ROP) stake by 55% in Q2 2026, selling an estimated $4.71M and leaving 11,397 shares worth $4.06M. The position accounts for 0.01% of the portfolio, ranked #1149.

Wealth Enhancement Advisory Services first reported a position in ROP in Q1 2020 and has held it in 17 quarters since. The position peaked at $10.7M in Q4 2025. 204 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,397 shares of Roper Technologies worth $4.06M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 13,816 Roper Technologies shares in Q2 2026, an estimated $4.71M.
  • Roper Technologies made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1149 holding.
  • Wealth Enhancement Advisory Services first reported a position in Roper Technologies in Q1 2020 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Roper Technologies position peaked at $10.7M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.