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CM Wealth Advisors’s Roper Technologies ROP Stock Holding History

CM Wealth Advisors’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
Q1 		– Sell
-500
Closed -$260K – 88
2024
Q4 		$260K Hold
500
– – 0.09% 73
2024
Q3 		$278K Hold
500
– – 0.09% 73
2024
Q2 		$282K Sell
500
-314
-39% -$169K 0.13% 60
2024
Q1 		$423K Buy
814
+314
+63% +$171K 0.12% 93
2023
Q4 		$273K Hold
500
– – 0.12% 64
2023
Q3 		$262K Sell
500
-314
-39% -$154K 0.1% 69
2023
Q2 		$401K Buy
814
+314
+63% +$142K 0.13% 80
2023
Q1 		$216K Hold
500
– – 0.04% 359
2022
Q4 		$216K Buy
+500
New +$206K 0.11% 66

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CM Wealth Advisors's ROP Position: Q1 2025 in Review

CM Wealth Advisors sold out of Roper Technologies (ROP) in Q1 2025, closing a stake of 500 shares — an estimated $260K sold.

CM Wealth Advisors first reported a position in ROP in Q4 2022 and held it in 9 quarters. The position peaked at $423K in Q1 2024. 1,311 funds tracked by Wall St. Rank hold ROP as of Q1 2025.

  • CM Wealth Advisors reported no remaining Roper Technologies position as of Q1 2025 after selling out during the quarter.
  • CM Wealth Advisors sold 500 Roper Technologies shares in Q1 2025, an estimated $260K.
  • CM Wealth Advisors first reported a position in Roper Technologies in Q4 2022 and held it in 9 quarters.
  • CM Wealth Advisors's Roper Technologies position peaked at $423K in Q1 2024.
  • 1,311 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2025.

Based on CM Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.