Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ROP holding history

Roper Technologies Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROP overview All 13F holders of ROP Full Q2 2026 holdings

Shares (Q2 2026): 29,760
Value: $10.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ROP by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,760	$10.1M	0.1%	−5,933−16.6%	Reduced	Holders
Q1 2026	35,693	$12.6M	0.2%	−3,178−8.2%	Reduced	Holders
Q4 2025	38,871	$17.3M	0.3%	−2,556−6.2%	Reduced	Holders
Q3 2025	41,427	$20.7M	0.3%	−573−1.4%	Reduced	Holders
Q2 2025	42,000	$23.8M	0.4%	−2,971−6.6%	Reduced	Holders
Q1 2025	44,971	$26.5M	0.4%	−4,746−9.5%	Reduced	Holders
Q4 2024	49,717	$25.8M	0.4%	−3,611−6.8%	Reduced	Holders
Q3 2024	53,328	$29.7M	0.4%	−573−1.1%	Reduced	Holders
Q2 2024	53,901	$30.4M	0.5%	−1,669−3.0%	Reduced	Holders
Q1 2024	55,570	$31.2M	0.5%	−1,949−3.4%	Reduced	Holders
Q4 2023	57,519	$31.4M	0.5%	−1,298−2.2%	Reduced	Holders
Q3 2023	58,817	$28.5M	0.5%	−10,820−15.5%	Reduced	Holders
Q2 2023	69,637	$33.5M	0.6%	−4,074−5.5%	Reduced	Holders
Q1 2023	73,711	$32.5M	0.6%	−6,659−8.3%	Reduced	Holders
Q4 2022	80,370	$34.7M	0.7%	−5,366−6.3%	Reduced	Holders
Q3 2022	85,736	$30.8M	0.7%	−8,670−9.2%	Reduced	Holders
Q2 2022	94,406	$37.3M	0.8%	−13,662−12.6%	Reduced	Holders
Q1 2022	108,068	$51.0M	0.9%	−85,494−44.2%	Reduced	Holders
Q4 2021	193,562	$95.2M	1.5%	−346−0.2%	Reduced	Holders
Q3 2021	193,908	$86.5M	1.6%	−12,607−6.1%	Reduced	Holders
Q2 2021	206,515	$97.1M	1.8%	+1,202+0.6%	Added	Holders
Q1 2021	205,313	$82.8M	1.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.