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Forum Financial Management’s Roper Technologies ROP Stock Holding History

Forum Financial 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 		– Sell
-1,835
Closed -$817K – 856
2025
Q4 		$817K Sell
1,835
-148
-7% -$68.5K 0.01% 302
2025
Q3 		$989K Buy
1,983
+955
+93% +$509K 0.01% 239
2025
Q2 		$583K Buy
1,028
+77
+8% +$43.5K 0.01% 358
2025
Q1 		$561K Buy
951
+104
+12% +$58.4K 0.01% 331
2024
Q4 		$440K Buy
847
+31
+4% +$17K 0.01% 429
2024
Q3 		$454K Hold
816
– – 0.01% 361
2024
Q2 		$460K Buy
816
+1
+0.1% +$539 0.01% 333
2024
Q1 		$457K Hold
815
– – 0.01% 354
2023
Q4 		$444K Hold
815
– – 0.01% 321
2023
Q3 		$395K Hold
815
– – 0.01% 340
2023
Q2 		$392K Buy
815
+5
+0.6% +$2.26K 0.01% 353
2023
Q1 		$357K Hold
810
– – 0.01% 351
2022
Q4 		$350K Sell
810
-20
-2% -$8.24K 0.01% 348
2022
Q3 		$299K Hold
830
– – 0.01% 346
2022
Q2 		$328K Sell
830
-94
-10% -$40.9K 0.02% 330
2022
Q1 		$436K Sell
924
-142
-13% -$63.9K 0.02% 271
2021
Q4 		$524K Buy
+1,066
New +$507K 0.03% 231

Other funds holding ROP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Forum Financial Management's ROP Position: Q1 2026 in Review

Forum Financial Management sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 1,835 shares — an estimated $817K sold.

Forum Financial Management first reported a position in ROP in Q4 2021 and held it in 17 quarters. The position peaked at $989K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Forum Financial Management reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,835 Roper Technologies shares in Q1 2026, an estimated $817K.
  • Forum Financial Management first reported a position in Roper Technologies in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Roper Technologies position peaked at $989K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.