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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-875
Closed -$296K – 306
2026
Q2 		$296K Buy
875
+235
+37% +$80.1K 0.06% 220
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

Other funds holding ROP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Baker Tilly Wealth Management's ROP Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Roper Technologies (ROP) in Q3 2026, closing a stake of 875 shares — an estimated $296K sold.

Baker Tilly Wealth Management first reported a position in ROP in Q1 2021 and held it in 22 quarters. The position peaked at $1.6M in Q2 2023. 80 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Roper Technologies position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 875 Roper Technologies shares in Q3 2026, an estimated $296K.
  • Baker Tilly Wealth Management first reported a position in Roper Technologies in Q1 2021 and held it in 22 quarters.
  • Baker Tilly Wealth Management's Roper Technologies position peaked at $1.6M in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.