Cherry Tree Wealth Management’s Roper Technologies ROP Stock Holding History

Cherry Tree Wealth Management’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 Q3	$350	Hold	1	–	–	﹤0.01%	565
2026 Q2	$339	Hold	1	–	–	﹤0.01%	577
2026 Q1	$354	Hold	1	–	–	﹤0.01%	569
2025 Q4	$446	Hold	1	–	–	﹤0.01%	570
2025 Q3	$499	Hold	1	–	–	﹤0.01%	568
2025 Q2	$567	Hold	1	–	–	﹤0.01%	578
2025 Q1	$590	Hold	1	–	–	﹤0.01%	716
2024 Q4	$520	Hold	1	–	–	﹤0.01%	609
2024 Q3	$557	Hold	1	–	–	﹤0.01%	584
2024 Q2	$564	Hold	1	–	–	﹤0.01%	568
2024 Q1	$561	Hold	1	–	–	﹤0.01%	568
2023 Q4	$546	Hold	1	–	–	﹤0.01%	567
2023 Q3	$485	Hold	1	–	–	﹤0.01%	559
2023 Q2	$481	Buy	+1	New	+$453	﹤0.01%	565

Other funds holding ROP

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Cherry Tree Wealth Management's ROP Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Roper Technologies (ROP) position steady in Q3 2026 at 1 share worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Cherry Tree Wealth Management first reported a position in ROP in Q2 2023 and has held it in 14 quarters since. The position peaked at $590 in Q1 2025. 327 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

Cherry Tree Wealth Management held 1 share of Roper Technologies worth $350 as of Q3 2026.
Cherry Tree Wealth Management left its Roper Technologies share count unchanged in Q3 2026.
Roper Technologies made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #565 holding.
Cherry Tree Wealth Management first reported a position in Roper Technologies in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Roper Technologies position peaked at $590 in Q1 2025.
327 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.