WealthPlan Investment Management’s Roper Technologies ROP Stock Holding History

WealthPlan 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	$420K	Sell	1,241 -695	-36%	-$237K	0.02%	352
2026 Q1	$685K	Sell	1,936 -1,751	-47%	-$646K	0.04%	257
2025 Q4	$1.64M	Sell	3,687 -3,158	-46%	-$1.46M	0.1%	155
2025 Q3	$3.41M	Sell	6,845 -259	-4%	-$138K	0.23%	102
2025 Q2	$4.03M	Buy	7,104 +1,283	+22%	+$725K	0.29%	94
2025 Q1	$3.43M	Sell	5,821 -63	-1%	-$35.4K	0.34%	80
2024 Q4	$3.06M	Buy	5,884 +900	+18%	+$494K	0.3%	84
2024 Q3	$2.77M	Buy	4,984 +1,388	+39%	+$763K	0.28%	89
2024 Q2	$2.03M	Buy	3,596 +95	+3%	+$51.2K	0.31%	72
2024 Q1	$1.96M	Buy	3,501 +201	+6%	+$110K	0.3%	75
2023 Q4	$1.8M	Buy	3,300 +104	+3%	+$53.6K	0.29%	79
2023 Q3	$1.55M	Buy	3,196 +1,714	+116%	+$840K	0.27%	76
2023 Q2	$713K	Sell	1,482 -1,553	-51%	-$703K	0.21%	82
2023 Q1	$1.34M	Sell	3,035 -3,517	-54%	-$1.52M	0.23%	79
2022 Q4	$2.82M	Sell	6,552 -603	-8%	-$248K	0.2%	102
2022 Q3	$3.11M	Buy	+7,155	New	+$2.91M	0.23%	86
2022 Q1	$3.71M	Buy	+7,891	New	+$3.55M	0.26%	84

Other funds holding ROP

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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

WealthPlan Investment Management reduced its Roper Technologies (ROP) stake by 36% in Q2 2026, selling an estimated $237K and leaving 1,241 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #352.

WealthPlan Investment Management first reported a position in ROP in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.03M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

WealthPlan Investment Management held 1,241 shares of Roper Technologies worth $420K as of Q2 2026.
WealthPlan Investment Management sold 695 Roper Technologies shares in Q2 2026, an estimated $237K.
Roper Technologies made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #352 holding.
WealthPlan Investment Management first reported a position in Roper Technologies in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Roper Technologies position peaked at $4.03M in Q2 2025.
1,083 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.