Carson Wealth (CWM LLC)’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.19M | Sell |
17,484
-10,482
| -37% | -$3.87M | 0.02% | 725 |
|
|
2025
Q4 | $12.4M | Buy |
27,966
+21,912
| +362% | +$10.1M | 0.03% | 445 |
|
|
2025
Q3 | $3.02M | Buy |
6,054
+952
| +19% | +$508K | 0.01% | 913 |
|
|
2025
Q2 | $2.89M | Buy |
5,102
+1,295
| +34% | +$732K | 0.01% | 799 |
|
|
2025
Q1 | $2.24M | Buy |
3,807
+163
| +4% | +$91.5K | 0.01% | 788 |
|
|
2024
Q4 | $1.9M | Buy |
3,644
+60
| +2% | +$32.9K | 0.01% | 804 |
|
|
2024
Q3 | $1.99M | Buy |
3,584
+563
| +19% | +$310K | 0.01% | 702 |
|
|
2024
Q2 | $1.7M | Buy |
3,021
+173
| +6% | +$93.3K | 0.01% | 688 |
|
|
2024
Q1 | $1.6M | Sell |
2,848
-22
| -0.8% | -$12K | 0.01% | 687 |
|
|
2023
Q4 | $1.56M | Buy |
2,870
+399
| +16% | +$206K | 0.01% | 638 |
|
|
2023
Q3 | $1.2M | Buy |
2,471
+250
| +11% | +$123K | 0.01% | 675 |
|
|
2023
Q2 | $1.07M | Buy |
2,221
+23
| +1% | +$10.4K | 0.01% | 695 |
|
|
2023
Q1 | $969K | Buy |
2,198
+91
| +4% | +$39.3K | 0.01% | 677 |
|
|
2022
Q4 | $910K | Sell |
2,107
-36
| -2% | -$14.8K | 0.01% | 647 |
|
|
2022
Q3 | $771K | Buy |
2,143
+1,252
| +141% | +$509K | 0.01% | 621 |
|
|
2022
Q2 | $352K | Buy |
891
+106
| +14% | +$46.1K | ﹤0.01% | 839 |
|
|
2022
Q1 | $371K | Buy |
785
+200
| +34% | +$90K | ﹤0.01% | 813 |
|
|
2021
Q4 | $288K | Buy |
+585
| New | +$278K | ﹤0.01% | 890 |
|
|
2021
Q2 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q1 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q4 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q3 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q2 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q1 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q4 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q3 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q2 | $136K | Hold |
290
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q1 | $136K | Buy |
290
+40
| +16% | +$12.1K | ﹤0.01% | 1027 |
|
|
2018
Q4 | $67K | Buy |
250
+85
| +52% | +$24K | ﹤0.01% | 809 |
|
|
2018
Q3 | $49K | Buy |
+165
| New | +$48.7K | ﹤0.01% | 758 |
|
|
2017
Q4 | – | Sell |
-21
| Closed | -$5K | – | 1560 |
|
|
2017
Q3 | $5K | Buy |
+21
| New | +$4.93K | ﹤0.01% | 1093 |
|
Other funds holding ROP
WPL
Carson Wealth (CWM LLC)'s ROP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Roper Technologies (ROP) stake by 37% in Q1 2026, selling an estimated $3.87M and leaving 17,484 shares worth $6.19M. The position accounts for 0.02% of the portfolio, ranked #725.
Carson Wealth (CWM LLC) first reported a position in ROP in Q3 2017 and has held it in 31 quarters since. The position peaked at $12.4M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold ROP as of Q1 2026.
- Carson Wealth (CWM LLC) held 17,484 shares of Roper Technologies worth $6.19M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 10,482 Roper Technologies shares in Q1 2026, an estimated $3.87M.
- Roper Technologies made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #725 holding.
- Carson Wealth (CWM LLC) first reported a position in Roper Technologies in Q3 2017 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Roper Technologies position peaked at $12.4M in Q4 2025.
- 1,149 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.