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BTWM
Baker Tilly Wealth Management’s
Roper Technologies
ROP
Stock Holding History
Baker Tilly Wealth Management’s Portfolio
ROP Stock Details
ROP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$227K
Sell
640
-217
-25%
-$80.1K
0.06%
254
2025
Q4
$382K
Sell
857
-13
-1%
-$6.02K
0.09%
188
2025
Q3
$434K
Sell
870
-4
-0.5%
-$2.13K
0.1%
167
2025
Q2
$495K
Sell
874
-33
-4%
-$18.6K
0.18%
125
2025
Q1
$535K
Buy
907
+35
+4%
+$19.6K
0.21%
110
2024
Q4
$453K
Sell
872
-12
-1%
-$6.59K
0.18%
128
2024
Q3
$492K
Buy
884
+144
+19%
+$79.2K
0.22%
116
2024
Q2
$417K
Sell
740
-732
-50%
-$395K
0.17%
145
2024
Q1
$826K
Buy
1,472
+17
+1%
+$9.28K
0.15%
151
2023
Q4
$793K
Sell
1,455
-215
-13%
-$111K
0.13%
174
2023
Q3
$809K
Sell
1,670
-1,653
-50%
-$810K
0.13%
155
2023
Q2
$1.6M
Sell
3,323
-258
-7%
-$117K
0.17%
129
2023
Q1
$1.58M
Buy
3,581
+389
+12%
+$168K
0.18%
124
2022
Q4
$1.38M
Buy
3,192
+686
+27%
+$283K
0.17%
138
2022
Q3
$901K
Sell
2,506
-232
-8%
-$94.4K
0.12%
182
2022
Q2
$1.08M
Buy
2,738
+401
+17%
+$174K
0.14%
153
2022
Q1
$1.1M
Buy
2,337
+367
+19%
+$165K
0.12%
178
2021
Q4
$969K
Buy
1,970
+287
+17%
+$137K
0.1%
209
2021
Q3
$751K
Buy
1,683
+615
+58%
+$295K
0.1%
223
2021
Q2
$502K
Buy
1,068
+81
+8%
+$35.8K
0.08%
277
2021
Q1
$398K
Buy
+987
New
+$396K
0.08%
289
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1-Year Est. Return
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VPM
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$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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