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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

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T. Rowe Price Investment Management
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return