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Wealthspire Advisors (New York)’s Roper Technologies ROP Stock Holding History

Wealthspire Advisors (New York)’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 		$285K Sell
806
-537
-40% -$198K ﹤0.01% 742
2025
Q4 		$598K Sell
1,343
-221
-14% -$102K ﹤0.01% 556
2025
Q3 		$780K Sell
1,564
-666
-30% -$355K ﹤0.01% 439
2025
Q2 		$1.26M Buy
2,230
+180
+9% +$102K 0.01% 342
2025
Q1 		$1.21M Buy
2,050
+963
+89% +$540K 0.01% 347
2024
Q4 		$565K Buy
1,087
+74
+7% +$40.6K 0.01% 485
2024
Q3 		$564K Buy
1,013
+382
+61% +$210K 0.01% 467
2024
Q2 		$356K Sell
631
-64
-9% -$34.5K ﹤0.01% 501
2024
Q1 		$390K Sell
695
-38
-5% -$20.7K 0.01% 470
2023
Q4 		$400K Buy
733
+125
+21% +$64.4K 0.01% 454
2023
Q3 		$294K Buy
608
+112
+23% +$54.9K ﹤0.01% 491
2023
Q2 		$238K Buy
+496
New +$225K ﹤0.01% 491
2023
Q1 		– Sell
-518
Closed -$224K – 583
2022
Q4 		$224K Buy
+518
New +$213K ﹤0.01% 520
2022
Q2 		– Sell
-735
Closed -$347K – 517
2022
Q1 		$347K Buy
+735
New +$331K 0.01% 331
2021
Q2 		– Sell
-1,343
Closed -$541K – 600
2021
Q1 		$541K Buy
1,343
+218
+19% +$87.5K 0.01% 376
2020
Q4 		$485K Buy
1,125
+602
+115% +$247K 0.01% 318
2020
Q3 		$207K Buy
+523
New +$217K 0.01% 300
2020
Q2 		– Sell
-5,046
Closed -$1.57M – 473
2020
Q1 		$1.57M Buy
+5,046
New +$1.79M 0.07% 147
2019
Q1 		– Sell
-67
Closed -$18K – 644
2018
Q4 		$18K Buy
+67
New +$18.9K ﹤0.01% 366

Other funds holding ROP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s ROP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Roper Technologies (ROP) stake by 40% in Q1 2026, selling an estimated $198K and leaving 806 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Wealthspire Advisors (New York) first reported a position in ROP in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2020. 1,141 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Wealthspire Advisors (New York) held 806 shares of Roper Technologies worth $285K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 537 Roper Technologies shares in Q1 2026, an estimated $198K.
  • Roper Technologies made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #742 holding.
  • Wealthspire Advisors (New York) first reported a position in Roper Technologies in Q4 2018 and has held it in 19 quarters since.
  • Wealthspire Advisors (New York)'s Roper Technologies position peaked at $1.57M in Q1 2020.
  • 1,141 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.