Avantax Advisory Services’s Roper Technologies ROP Stock Holding History

Avantax Advisory Services’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	$2.93M	Buy	5,177 +879	+20%	+$497K	0.02%	626
2025 Q1	$2.53M	Buy	4,298 +400	+10%	+$224K	0.02%	650
2024 Q4	$2.03M	Buy	3,898 +50	+1%	+$27.4K	0.01%	704
2024 Q3	$2.14M	Buy	3,848 +635	+20%	+$349K	0.01%	672
2024 Q2	$1.81M	Buy	3,213 +2,704	+531%	+$1.46M	0.01%	697
2024 Q1	$285K	Buy	509 +71	+16%	+$38.7K	﹤0.01%	1323
2023 Q4	$239K	Sell	438 -18	-4%	-$9.27K	﹤0.01%	1364
2023 Q3	$221K	Buy	456 +17	+4%	+$8.33K	﹤0.01%	1375
2023 Q2	$211K	Sell	439 -87	-17%	-$39.4K	﹤0.01%	1377
2023 Q1	$232K	Sell	526 -14	-3%	-$6.05K	﹤0.01%	1287
2022 Q4	$233K	Buy	+540	New	+$222K	﹤0.01%	1237
2022 Q2	–	Sell	-855	Closed	-$405K	–	1378
2022 Q1	$405K	Buy	855 +179	+26%	+$80.5K	0.01%	871
2021 Q4	$333K	Sell	676 -75	-10%	-$35.7K	0.01%	929
2021 Q3	$336K	Buy	751 +45	+6%	+$21.6K	0.01%	878
2021 Q2	$334K	Buy	+706	New	+$312K	0.01%	858
2019 Q4	–	Sell	-5,085	Closed	-$1.82M	–	842
2019 Q3	$1.82M	Buy	5,085 +1,183	+30%	+$430K	0.07%	139
2019 Q2	$1.43M	Buy	+3,902	New	+$1.38M	0.06%	150

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's ROP Position: Q2 2025 in Review

Avantax Advisory Services increased its Roper Technologies (ROP) stake by 20% in Q2 2025, buying an estimated $497K and bringing the position to 5,177 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #626.

Avantax Advisory Services first reported a position in ROP in Q2 2019 and has held it in 17 quarters since. 1,342 funds tracked by Wall St. Rank hold ROP as of Q2 2025.

Avantax Advisory Services held 5,177 shares of Roper Technologies worth $2.93M as of Q2 2025.
Avantax Advisory Services bought 879 Roper Technologies shares in Q2 2025, an estimated $497K.
Roper Technologies made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #626 holding.
Avantax Advisory Services first reported a position in Roper Technologies in Q2 2019 and has held it in 17 quarters since.
1,342 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.