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Atria Wealth Solutions’s Roper Technologies ROP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$899K Sell
1,585
-445
-22% -$251K 0.02% 682
2025
Q1 		$1.2M Sell
2,030
-131
-6% -$73.5K 0.01% 814
2024
Q4 		$1.12M Sell
2,161
-5
-0.2% -$2.75K 0.01% 884
2024
Q3 		$1.21M Sell
2,166
-391
-15% -$215K 0.01% 842
2024
Q2 		$1.44M Sell
2,557
-872
-25% -$470K 0.02% 747
2024
Q1 		$1.92M Sell
3,429
-74
-2% -$40.4K 0.02% 654
2023
Q4 		$1.91M Buy
3,503
+87
+3% +$44.8K 0.02% 617
2023
Q3 		$1.65M Buy
3,416
+813
+31% +$398K 0.02% 625
2023
Q2 		$1.25M Sell
2,603
-103
-4% -$46.6K 0.02% 751
2023
Q1 		$1.19M Buy
2,706
+777
+40% +$336K 0.02% 730
2022
Q4 		$833K Sell
1,929
-115
-6% -$47.4K 0.01% 838
2022
Q3 		$735K Buy
2,044
+1,386
+211% +$564K 0.01% 836
2022
Q2 		$260K Sell
658
-590
-47% -$257K ﹤0.01% 1288
2022
Q1 		$589K Buy
+1,248
New +$562K 0.01% 975

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's ROP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Roper Technologies (ROP) stake by 22% in Q2 2025, selling an estimated $251K and leaving 1,585 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #682.

Atria Wealth Solutions first reported a position in ROP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q1 2024. 1,345 funds tracked by Wall St. Rank hold ROP as of Q2 2025.

  • Atria Wealth Solutions held 1,585 shares of Roper Technologies worth $899K as of Q2 2025.
  • Atria Wealth Solutions sold 445 Roper Technologies shares in Q2 2025, an estimated $251K.
  • Roper Technologies made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #682 holding.
  • Atria Wealth Solutions first reported a position in Roper Technologies in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Roper Technologies position peaked at $1.92M in Q1 2024.
  • 1,345 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.