Planning Strategies Inc.’s Roper Technologies ROP Stock Holding History

Planning Strategies Inc.’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	$1.69K	Buy	+5	New	+$1.71K	﹤0.01%	634

Other funds holding ROP

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Planning Strategies Inc.'s ROP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Roper Technologies (ROP) in Q2 2026: 5 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

366 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

Planning Strategies Inc. held 5 shares of Roper Technologies worth $1.69K as of Q2 2026.
Roper Technologies was a new Planning Strategies Inc. position in Q2 2026.
Roper Technologies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #634 holding.
366 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.