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Broadway Wealth Solutions’s Roper Technologies ROP Stock Holding History

Broadway Wealth Solutions’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
Q1 		– Sell
-742
Closed -$330K – 99
2025
Q4 		$330K Buy
742
+157
+27% +$72.7K 0.18% 59
2025
Q3 		$292K Buy
585
+33
+6% +$17.6K 0.16% 72
2025
Q2 		$313K Sell
552
-4
-0.7% -$2.26K 0.19% 54
2025
Q1 		$328K Sell
556
-25
-4% -$14K 0.24% 42
2024
Q4 		$302K Buy
+581
New +$319K 0.23% 57

Other funds holding ROP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Broadway Wealth Solutions's ROP Position: Q1 2026 in Review

Broadway Wealth Solutions sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 742 shares — an estimated $330K sold.

Broadway Wealth Solutions first reported a position in ROP in Q4 2024 and held it in 5 quarters. The position peaked at $330K in Q4 2025. 1,137 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Broadway Wealth Solutions reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 742 Roper Technologies shares in Q1 2026, an estimated $330K.
  • Broadway Wealth Solutions first reported a position in Roper Technologies in Q4 2024 and held it in 5 quarters.
  • Broadway Wealth Solutions's Roper Technologies position peaked at $330K in Q4 2025.
  • 1,137 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Broadway Wealth Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.