Dynasty Wealth Management
ROP icon

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
Q3 		$231K Buy
660
+1
+0.2% +$383 ﹤0.01% 318
2026
Q2 		$223K Buy
659
+8
+1% +$2.73K ﹤0.01% 348
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dynasty Wealth Management's ROP Position: Q3 2026 in Review

Dynasty Wealth Management increased its Roper Technologies (ROP) stake by 0.15% in Q3 2026, buying an estimated $383 and bringing the position to 660 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Dynasty Wealth Management first reported a position in ROP in Q2 2025 and has held it in 4 quarters since. The position peaked at $338K in Q2 2025. 893 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Dynasty Wealth Management held 660 shares of Roper Technologies worth $231K as of Q3 2026.
  • Dynasty Wealth Management bought 1 Roper Technologies share in Q3 2026, an estimated $383.
  • Roper Technologies made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #318 holding.
  • Dynasty Wealth Management first reported a position in Roper Technologies in Q2 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Roper Technologies position peaked at $338K in Q2 2025.
  • 893 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.