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Dynasty Wealth Management’s Roper Technologies ROP Stock Holding History

Dynasty 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
Q1 		$230K Buy
+651
New +$240K ﹤0.01% 314
2025
Q3 		– Sell
-596
Closed -$338K – 346
2025
Q2 		$338K Buy
+596
New +$337K 0.01% 205

Other funds holding ROP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Dynasty Wealth Management's ROP Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Roper Technologies (ROP) in Q1 2026: 651 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in ROP as recently as Q2 2025.

Dynasty Wealth Management first reported a position in ROP in Q2 2025 and has held it in 2 quarters since. The position peaked at $338K in Q2 2025. 1,135 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Dynasty Wealth Management held 651 shares of Roper Technologies worth $230K as of Q1 2026.
  • Roper Technologies was a new Dynasty Wealth Management position in Q1 2026.
  • Roper Technologies made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #314 holding.
  • Dynasty Wealth Management first reported a position in Roper Technologies in Q2 2025 and has held it in 2 quarters since.
  • Dynasty Wealth Management's Roper Technologies position peaked at $338K in Q2 2025.
  • 1,135 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.