Bernardo Wealth Planning’s Roper Technologies ROP Stock Holding History

Bernardo Wealth Planning’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 Q4	–	Sell	-408	Closed	-$204K	–	131
2025 Q3	$204K	Sell	408 -3	-0.7%	-$1.6K	0.04%	122
2025 Q2	$233K	Sell	411 -4	-1%	-$2.26K	0.05%	109
2025 Q1	$245K	Buy	415 +13	+3%	+$7.29K	0.06%	100
2024 Q4	$202K	Hold	402	–	–	0.05%	106
2024 Q3	$227K	Sell	402 -4	-1%	-$2.2K	0.06%	104
2024 Q2	$229K	Buy	406 +4	+1%	+$2.16K	0.06%	91
2024 Q1	$226K	Hold	402	–	–	0.06%	92
2023 Q4	$219K	Buy	+402	New	+$207K	0.07%	81

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Bernardo Wealth Planning's ROP Position: Q4 2025 in Review

Bernardo Wealth Planning sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 408 shares — an estimated $204K sold.

Bernardo Wealth Planning first reported a position in ROP in Q4 2023 and held it in 8 quarters. The position peaked at $245K in Q1 2025. 1,255 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

Bernardo Wealth Planning reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
Bernardo Wealth Planning sold 408 Roper Technologies shares in Q4 2025, an estimated $204K.
Bernardo Wealth Planning first reported a position in Roper Technologies in Q4 2023 and held it in 8 quarters.
Bernardo Wealth Planning's Roper Technologies position peaked at $245K in Q1 2025.
1,255 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on Bernardo Wealth Planning's 13F filing for Q4 2025, filed 26 Jan 2026.