SEC 13F Intelligence

Evercore Wealth Management, LLC / ROP

Evercore Wealth Management, LLC’s Roper Technologies Inc Position

Does Evercore Wealth Management, LLC own Roper Technologies Inc (ROP)? Yes — 35.7K shares worth $13M (+0.20% of its 13F portfolio) as of Q1 2026, down from 38.9K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
35.7K
% of Portfolio
+0.20%
Quarters Held
30
currently held

Position History ROP

Reported value by quarter
Q4 ’18: $50MQ4 ’18Q1 ’19: $64MQ2 ’19: $69MQ3 ’19: $69MQ4 ’19: $69MQ4 ’19Q1 ’20: $61MQ2 ’20: $76MQ3 ’20: $77MQ4 ’20: $86MQ4 ’20Q1 ’21: $83MQ2 ’21: $97MQ3 ’21: $87MQ4 ’21: $95MQ4 ’21Q1 ’22: $51MQ2 ’22: $37MQ3 ’22: $31MQ4 ’22: $35MQ4 ’22Q1 ’23: $32MQ2 ’23: $33MQ3 ’23: $28MQ4 ’23: $31MQ4 ’23Q1 ’24: $31MQ2 ’24: $30MQ3 ’24: $30MQ4 ’24: $26MQ4 ’24Q1 ’25: $27MQ2 ’25: $24MQ3 ’25: $21MQ4 ’25: $17MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.7K$13M+0.20%
Q4 202538.9K$17M+0.25%
Q3 202541.4K$21M+0.30%
Q2 202542.0K$24M+0.37%
Q1 202545.0K$27M+0.43%
Q4 202449.7K$26M+0.39%
Q3 202453.3K$30M+0.45%
Q2 202453.9K$30M+0.48%
Q1 202455.6K$31M+0.49%
Q4 202357.5K$31M+0.53%
Q3 202358.8K$28M+0.53%
Q2 202369.6K$33M+0.61%
Q1 202373.7K$32M+0.65%
Q4 202280.4K$35M+0.73%
Q3 202285.7K$31M+0.70%
Q2 202294.4K$37M+0.79%
Q1 2022108.1K$51M+0.90%
Q4 2021193.6K$95M+1.55%
Q3 2021193.9K$87M+1.57%
Q2 2021206.5K$97M+1.78%
Q1 2021205.3K$83M+1.64%
Q4 2020198.9K$86M+1.85%
Q3 2020195.7K$77M+1.89%
Q2 2020195.3K$76M+2.03%
Q1 2020195.8K$61M+2.01%
Q4 2019193.8K$69M+1.85%
Q3 2019193.5K$69M+2.02%
Q2 2019189.5K$69M+2.11%
Q1 2019188.4K$64M+2.07%
Q4 2018187.6K$50M+1.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of ROP.