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Beaumont Financial Advisors’s Roper Technologies ROP Stock Holding History

Beaumont Financial Advisors’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 		$566K Sell
1,673
-134
-7% -$45.7K 0.04% 234
2026
Q1 		$639K Buy
1,807
+23
+1% +$8.48K 0.04% 209
2025
Q4 		$794K Sell
1,784
-19
-1% -$8.8K 0.05% 178
2025
Q3 		$899K Buy
1,803
+412
+30% +$220K 0.06% 170
2025
Q2 		$788K Buy
1,391
+53
+4% +$29.9K 0.06% 172
2025
Q1 		$789K Buy
1,338
+208
+18% +$117K 0.06% 172
2024
Q4 		$587K Buy
1,130
+513
+83% +$282K 0.04% 208
2024
Q3 		$343K Sell
617
-195
-24% -$107K 0.03% 256
2024
Q2 		$458K Sell
812
-10
-1% -$5.39K 0.04% 223
2024
Q1 		$461K Sell
822
-10
-1% -$5.46K 0.04% 217
2023
Q4 		$454K Buy
832
+20
+2% +$10.3K 0.04% 209
2023
Q3 		$393K Buy
812
+281
+53% +$138K 0.04% 211
2023
Q2 		$255K Buy
531
+40
+8% +$18.1K 0.02% 288
2023
Q1 		$216K Hold
491
– – 0.02% 295
2022
Q4 		$212K Buy
+491
New +$202K 0.02% 301
2022
Q2 		– Sell
-545
Closed -$259K – 356
2022
Q1 		$259K Sell
545
-69
-11% -$31K 0.02% 305
2021
Q4 		$302K Buy
614
+6
+1% +$2.86K 0.02% 272
2021
Q3 		$274K Buy
608
+60
+11% +$28.7K 0.02% 286
2021
Q2 		$257K Buy
+548
New +$242K 0.02% 319

Other funds holding ROP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beaumont Financial Advisors's ROP Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Roper Technologies (ROP) stake by 7.4% in Q2 2026, selling an estimated $45.7K and leaving 1,673 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #234.

Beaumont Financial Advisors first reported a position in ROP in Q2 2021 and has held it in 19 quarters since. The position peaked at $899K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Beaumont Financial Advisors held 1,673 shares of Roper Technologies worth $566K as of Q2 2026.
  • Beaumont Financial Advisors sold 134 Roper Technologies shares in Q2 2026, an estimated $45.7K.
  • Roper Technologies made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #234 holding.
  • Beaumont Financial Advisors first reported a position in Roper Technologies in Q2 2021 and has held it in 19 quarters since.
  • Beaumont Financial Advisors's Roper Technologies position peaked at $899K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.