Baldwin Wealth Partners’s Roper Technologies ROP Stock Holding History

Baldwin Wealth Partners’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 Q2	$1.06M	Sell	3,120 -927	-23%	-$316K	0.07%	107
2026 Q1	$1.43M	Sell	4,047 -1,075	-21%	-$397K	0.1%	94
2025 Q4	$2.28M	Sell	5,122 -1,417	-22%	-$656K	0.15%	82
2025 Q3	$3.26M	Sell	6,539 -932	-12%	-$497K	0.21%	69
2025 Q2	$4.24M	Sell	7,471 -472	-6%	-$267K	0.29%	62
2025 Q1	$4.68M	Sell	7,943 -120	-1%	-$67.3K	0.33%	59
2024 Q4	$4.19M	Sell	8,063 -366	-4%	-$201K	0.29%	62
2024 Q3	$4.69M	Sell	8,429 -356	-4%	-$196K	0.32%	59
2024 Q2	$4.95M	Sell	8,785 -175	-2%	-$94.3K	0.39%	56
2024 Q1	$5.03M	Sell	8,960 -161	-2%	-$87.8K	0.38%	60
2023 Q4	$4.97M	Sell	9,121 -129	-1%	-$66.4K	0.39%	60
2023 Q3	$4.48M	Sell	9,250 -37	-0.4%	-$18.1K	0.39%	61
2023 Q2	$4.46M	Sell	9,287 -96	-1%	-$43.5K	0.37%	60
2023 Q1	$4.14M	Sell	9,383 -3	-0%	-$1.3K	0.36%	64
2022 Q4	$4.06M	Buy	9,386 +6,097	+185%	+$2.51M	0.37%	68
2022 Q3	$1.18M	Sell	3,289 -31	-0.9%	-$12.6K	0.16%	62
2022 Q2	$1.31M	Sell	3,320 -200	-6%	-$87K	0.17%	63
2022 Q1	$1.66M	Sell	3,520 -6	-0.2%	-$2.7K	0.18%	65
2021 Q4	$1.73M	Sell	3,526 -35	-1%	-$16.7K	0.17%	61
2021 Q3	$1.59M	Sell	3,561 -55	-2%	-$26.4K	0.18%	60
2021 Q2	$1.7M	Hold	3,616	–	–	0.19%	61
2021 Q1	$1.46M	Sell	3,616 -61	-2%	-$24.5K	0.17%	65
2020 Q4	$1.58M	Sell	3,677 -5	-0.1%	-$2.05K	0.2%	63
2020 Q3	$1.46M	Sell	3,682 -108	-3%	-$44.9K	0.2%	68
2020 Q2	$1.47M	Hold	3,790	–	–	0.22%	65
2020 Q1	$1.18M	Sell	3,790 -417	-10%	-$148K	0.21%	69
2019 Q4	$1.49M	Hold	4,207	–	–	0.21%	69
2019 Q3	$1.5M	Sell	4,207 -50	-1%	-$18.2K	0.23%	66
2019 Q2	$1.56M	Sell	4,257 -80	-2%	-$28.4K	0.23%	69
2019 Q1	$1.48M	Sell	4,337 -95	-2%	-$28.8K	0.22%	72
2018 Q4	$1.18M	Hold	4,432	–	–	0.2%	74
2018 Q3	$1.31M	Hold	4,432	–	–	0.18%	77
2018 Q2	$1.22M	Sell	4,432 -36	-0.8%	-$9.93K	0.19%	74
2018 Q1	$1.25M	Sell	4,468 -110	-2%	-$30.4K	0.2%	73
2017 Q4	$1.19M	Sell	4,578 -244	-5%	-$62.6K	0.18%	82
2017 Q3	$1.17M	Sell	4,822 -140	-3%	-$32.9K	0.19%	81
2017 Q2	$1.15M	Sell	4,962 -125	-2%	-$27.7K	0.18%	79
2017 Q1	$1.05M	Sell	5,087 -200	-4%	-$40.1K	0.17%	88
2016 Q4	$968K	Sell	5,287 -210	-4%	-$37.7K	0.17%	81
2016 Q3	$1M	Sell	5,497 -95	-2%	-$16.6K	0.18%	76
2016 Q2	$954K	Sell	5,592 -150	-3%	-$26.2K	0.2%	74
2016 Q1	$1.05M	Buy	5,742 +667	+13%	+$115K	0.19%	106
2015 Q4	$963K	Sell	5,075 -465	-8%	-$85.2K	0.16%	124
2015 Q3	$868K	Sell	5,540 -300	-5%	-$49.6K	0.15%	129
2015 Q2	$1.01M	Sell	5,840 -600	-9%	-$104K	0.15%	127
2015 Q1	$1.11M	Hold	6,440	–	–	0.16%	120
2014 Q4	$1.01M	Sell	6,440 -600	-9%	-$92K	0.15%	134
2014 Q3	$1.03M	Sell	7,040 -288	-4%	-$42.3K	0.15%	137
2014 Q2	$1.07M	Sell	7,328 -300	-4%	-$41.9K	0.16%	124
2014 Q1	$1.02M	Sell	7,628 -417	-5%	-$56.8K	0.16%	122
2013 Q4	$1.12M	Sell	8,045 -198	-2%	-$25.7K	0.18%	116
2013 Q3	$1.09M	Sell	8,243 -627	-7%	-$80.5K	0.2%	111
2013 Q2	$1.1M	Buy	+8,870	New	+$1.09M	0.22%	105

Other funds holding ROP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners's ROP Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Roper Technologies (ROP) stake by 23% in Q2 2026, selling an estimated $316K and leaving 3,120 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #107.

Baldwin Wealth Partners first reported a position in ROP in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.03M in Q1 2024. 402 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

Baldwin Wealth Partners held 3,120 shares of Roper Technologies worth $1.06M as of Q2 2026.
Baldwin Wealth Partners sold 927 Roper Technologies shares in Q2 2026, an estimated $316K.
Roper Technologies made up 0.07% of Baldwin Wealth Partners's portfolio in Q2 2026, its #107 holding.
Baldwin Wealth Partners first reported a position in Roper Technologies in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's Roper Technologies position peaked at $5.03M in Q1 2024.
402 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.