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WealthPLAN Partners’s Roper Technologies ROP Stock Holding History

WealthPLAN Partners’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 		– Sell
-902
Closed -$319K – 245
2026
Q1 		$319K Sell
902
-660
-42% -$243K 0.06% 189
2025
Q4 		$695K Sell
1,562
-161
-9% -$74.6K 0.1% 152
2025
Q3 		$859K Buy
1,723
+176
+11% +$93.9K 0.13% 137
2025
Q2 		$877K Sell
1,547
-1,293
-46% -$731K 0.14% 132
2025
Q1 		$1.67M Sell
2,840
-21
-0.7% -$11.8K 0.24% 98
2024
Q4 		$1.49M Sell
2,861
-693
-19% -$380K 0.21% 105
2024
Q3 		$1.98M Sell
3,554
-602
-14% -$331K 0.27% 94
2024
Q2 		$2.34M Buy
4,156
+294
+8% +$159K 0.25% 97
2024
Q1 		$2.17M Sell
3,862
-223
-5% -$122K 0.22% 111
2023
Q4 		$2.23M Buy
4,085
+268
+7% +$138K 0.23% 106
2023
Q3 		$1.85M Buy
3,817
+2,103
+123% +$1.03M 0.21% 107
2023
Q2 		$824K Sell
1,714
-2,131
-55% -$965K 0.12% 149
2023
Q1 		$1.69M Sell
3,845
-2,709
-41% -$1.17M 0.19% 105
2022
Q4 		$2.8M Buy
+6,554
New +$2.7M 0.2% 102
2022
Q1 		$3.71M Buy
7,891
+440
+6% +$198K 0.26% 84
2021
Q4 		$3.26M Buy
7,451
+623
+9% +$297K 0.21% 90
2021
Q3 		$3.22M Buy
6,828
+173
+3% +$82.9K 0.21% 94
2021
Q2 		$3.2M Buy
6,655
+1,155
+21% +$511K 0.23% 87
2021
Q1 		$2.47M Buy
5,500
+886
+19% +$356K 0.19% 86
2020
Q4 		$1.86M Buy
4,614
+3,321
+257% +$1.36M 0.16% 102
2020
Q3 		$505K Buy
+1,293
New +$538K 0.05% 197

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

WealthPLAN Partners's ROP Position: Q2 2026 in Review

WealthPLAN Partners sold out of Roper Technologies (ROP) in Q2 2026, closing a stake of 902 shares — an estimated $319K sold.

WealthPLAN Partners first reported a position in ROP in Q3 2020 and held it in 21 quarters. The position peaked at $3.71M in Q1 2022. 1,074 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • WealthPLAN Partners reported no remaining Roper Technologies position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 902 Roper Technologies shares in Q2 2026, an estimated $319K.
  • WealthPLAN Partners first reported a position in Roper Technologies in Q3 2020 and held it in 21 quarters.
  • WealthPLAN Partners's Roper Technologies position peaked at $3.71M in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.