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Congress Wealth Management’s Roper Technologies ROP Stock Holding History

Congress 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
2025
Q2 		$984K Buy
1,736
+16
+0.9% +$9.04K 0.01% 710
2025
Q1 		$1.01M Buy
1,720
+121
+8% +$67.9K 0.01% 633
2024
Q4 		$832K Sell
1,599
-358
-18% -$197K 0.01% 549
2024
Q3 		$1.09M Sell
1,957
-26,220
-93% -$14.4M 0.01% 508
2024
Q2 		$15.9M Buy
28,177
+1,320
+5% +$712K 0.25% 111
2024
Q1 		$15.1M Buy
26,857
+4
+0% +$2.18K 0.26% 113
2023
Q4 		$14.6M Buy
26,853
+602
+2% +$310K 0.27% 101
2023
Q3 		$12.7M Buy
26,251
+595
+2% +$292K 0.26% 110
2023
Q2 		$12.3M Sell
25,656
-78
-0.3% -$35.3K 0.29% 106
2023
Q1 		$11.3M Sell
25,734
-122
-0.5% -$52.7K 0.27% 108
2022
Q4 		$11.2M Buy
25,856
+861
+3% +$355K 0.29% 100
2022
Q3 		$8.99M Buy
24,995
+1,219
+5% +$496K 0.24% 126
2022
Q2 		$9.38M Buy
23,776
+368
+2% +$160K 0.24% 127
2022
Q1 		$11.1M Buy
23,408
+1,025
+5% +$461K 0.24% 112
2021
Q4 		$11M Buy
+22,383
New +$10.7M 0.22% 134

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's ROP Position: Q2 2025 in Review

Congress Wealth Management increased its Roper Technologies (ROP) stake by 0.93% in Q2 2025, buying an estimated $9.04K and bringing the position to 1,736 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #710.

Congress Wealth Management first reported a position in ROP in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.9M in Q2 2024. 1,346 funds tracked by Wall St. Rank hold ROP as of Q2 2025.

  • Congress Wealth Management held 1,736 shares of Roper Technologies worth $984K as of Q2 2025.
  • Congress Wealth Management bought 16 Roper Technologies shares in Q2 2025, an estimated $9.04K.
  • Roper Technologies made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #710 holding.
  • Congress Wealth Management first reported a position in Roper Technologies in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Roper Technologies position peaked at $15.9M in Q2 2024.
  • 1,346 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.