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Diversify Advisory Services’s Roper Technologies ROP Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-714
Closed -$297K – 708
2025
Q4 		$297K Buy
+714
New +$331K 0.01% 761

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diversify Advisory Services's ROP Position: Q1 2026 in Review

Diversify Advisory Services sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 714 shares — an estimated $297K sold.

Diversify Advisory Services first reported a position in ROP in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 1,135 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Diversify Advisory Services reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 714 Roper Technologies shares in Q1 2026, an estimated $297K.
  • Diversify Advisory Services first reported a position in Roper Technologies in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Roper Technologies position peaked at $297K in Q4 2025.
  • 1,135 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.