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Forvis Mazars Wealth Advisors’s Roper Technologies ROP Stock Holding History

Forvis Mazars Wealth Advisors’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
Q3 		– Sell
-6,784
Closed -$3.85M – 411
2025
Q2 		$3.85M Sell
6,784
-223
-3% -$126K 0.08% 105
2025
Q1 		$4.13M Sell
7,007
-185
-3% -$104K 0.1% 98
2024
Q4 		$3.74M Buy
7,192
+241
+3% +$132K 0.09% 108
2024
Q3 		$3.87M Buy
6,951
+401
+6% +$220K 0.09% 113
2024
Q2 		$3.69M Buy
6,550
+532
+9% +$287K 0.09% 111
2024
Q1 		$3.38M Buy
6,018
+373
+7% +$204K 0.09% 116
2023
Q4 		$3.08M Sell
5,645
-212
-4% -$109K 0.09% 118
2023
Q3 		$2.84M Sell
5,857
-2,444
-29% -$1.2M 0.09% 123
2023
Q2 		$3.99M Buy
8,301
+3,585
+76% +$1.62M 0.12% 111
2023
Q1 		$2.08M Buy
4,716
+320
+7% +$138K 0.07% 147
2022
Q4 		$1.9M Buy
4,396
+237
+6% +$97.6K 0.07% 149
2022
Q3 		$1.5M Buy
4,159
+301
+8% +$122K 0.06% 163
2022
Q2 		$1.52M Sell
3,858
-16
-0.4% -$6.96K 0.06% 154
2022
Q1 		$1.83M Buy
3,874
+192
+5% +$86.4K 0.08% 113
2021
Q4 		$1.81M Buy
3,682
+71
+2% +$33.8K 0.08% 108
2021
Q3 		$1.61M Buy
3,611
+117
+3% +$56.1K 0.07% 110
2021
Q2 		$1.64M Buy
3,494
+340
+11% +$150K 0.08% 108
2021
Q1 		$1.27M Sell
3,154
-83
-3% -$33.3K 0.06% 117
2020
Q4 		$1.4M Buy
3,237
+632
+24% +$260K 0.07% 127
2020
Q3 		$1.03M Buy
2,605
+420
+19% +$175K 0.06% 133
2020
Q2 		$848K Buy
2,185
+1,447
+196% +$518K 0.05% 141
2020
Q1 		$230K Buy
+738
New +$262K 0.02% 257

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ROP Position: Q3 2025 in Review

Forvis Mazars Wealth Advisors sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 6,784 shares — an estimated $3.85M sold.

Forvis Mazars Wealth Advisors first reported a position in ROP in Q1 2020 and held it in 22 quarters. The position peaked at $4.13M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 6,784 Roper Technologies shares in Q3 2025, an estimated $3.85M.
  • Forvis Mazars Wealth Advisors first reported a position in Roper Technologies in Q1 2020 and held it in 22 quarters.
  • Forvis Mazars Wealth Advisors's Roper Technologies position peaked at $4.13M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.