Carolinas Wealth Consulting’s Roper Technologies ROP Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-126	Closed	-$74.3K	–	746
2025 Q1	$74.3K	Hold	126	–	–	0.02%	292
2024 Q4	$65.5K	Hold	126	–	–	0.01%	318
2024 Q3	$70.1K	Sell	126 -1	-0.8%	-$550	0.01%	317
2024 Q2	$71.6K	Buy	127 +1	+0.8%	+$539	0.01%	316
2024 Q1	$70.7K	Buy	126 +125	+12,500%	+$68.2K	0.01%	327
2023 Q4	$545	Hold	1	–	–	﹤0.01%	907
2023 Q3	$489	Hold	1	–	–	﹤0.01%	927
2023 Q2	$481	Hold	1	–	–	﹤0.01%	995
2023 Q1	$441	Hold	1	–	–	﹤0.01%	1007
2022 Q4	$432	Hold	1	–	–	﹤0.01%	1016
2022 Q3	$0	Hold	1	–	–	﹤0.01%	934
2022 Q2	$0	Hold	1	–	–	﹤0.01%	940
2022 Q1	$0	Hold	1	–	–	﹤0.01%	994
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1004
2021 Q3	$0	Hold	1	–	–	﹤0.01%	985
2021 Q2	$0	Hold	1	–	–	﹤0.01%	997
2021 Q1	$0	Sell	1 -3	-75%	-$1.2K	﹤0.01%	988
2020 Q4	$2K	Sell	4 -8	-67%	-$3.29K	﹤0.01%	755
2020 Q3	$5K	Hold	12	–	–	﹤0.01%	574
2020 Q2	$5K	Buy	+12	New	+$4.3K	﹤0.01%	407

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's ROP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Roper Technologies (ROP) in Q2 2025, closing a stake of 126 shares — an estimated $74.3K sold.

Carolinas Wealth Consulting first reported a position in ROP in Q2 2020 and held it in 20 quarters. The position peaked at $74.3K in Q1 2025. 1,342 funds tracked by Wall St. Rank hold ROP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Roper Technologies position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 126 Roper Technologies shares in Q2 2025, an estimated $74.3K.
Carolinas Wealth Consulting first reported a position in Roper Technologies in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Roper Technologies position peaked at $74.3K in Q1 2025.
1,342 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.