Skip to main content

Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

ROP holding history

Roper Technologies Inc in every 13F filed by Robertson Stephens 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 overviewAll 13F holders of ROPFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of ROP by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,648−100.0%Sold outHolders
Q1 20241,648$924.3K0.1%+1,648NewHolders
Q2 20230$00.0%−2,699−100.0%Sold outHolders
Q1 20232,699$1.19M0.1%−235−8.0%ReducedHolders
Q4 20222,934$1.27M0.1%+5+0.2%AddedHolders
Q3 20222,929$1.05M0.1%−413−12.4%ReducedHolders
Q2 20223,342$1.32M0.1%−127−3.7%ReducedHolders
Q1 20223,469$1.64M0.1%+110+3.3%AddedHolders
Q4 20213,359$1.65M0.1%+3,359NewHolders