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FSM Wealth Advisors’s Roper Technologies ROP Stock Holding History

FSM 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
-1,100
Closed -$623K – 328
2025
Q2 		$623K Buy
1,100
+8
+0.7% +$4.52K 0.1% 131
2025
Q1 		$644K Buy
1,092
+47
+4% +$26.4K 0.14% 89
2024
Q4 		$542K Sell
1,045
-389
-27% -$214K 0.13% 93
2024
Q3 		$798K Buy
1,434
+28
+2% +$15.4K 0.21% 70
2024
Q2 		$793K Hold
1,406
– – 0.27% 64
2024
Q1 		$789K Buy
1,406
+5
+0.4% +$2.73K 0.28% 62
2023
Q4 		$764K Buy
1,401
+1
+0.1% +$515 0.32% 60
2023
Q3 		$678K Buy
1,400
+1
+0.1% +$490 0.34% 60
2023
Q2 		$667K Sell
1,399
-47
-3% -$21.3K 0.33% 65
2023
Q1 		$637K Sell
1,446
-143
-9% -$61.8K 0.37% 62
2022
Q4 		$687K Sell
1,589
-3
-0.2% -$1.24K 0.49% 52
2022
Q3 		$573K Buy
1,592
+28
+2% +$11.4K 0.48% 53
2022
Q2 		$674K Buy
+1,564
New +$680K 0.67% 40

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FSM Wealth Advisors's ROP Position: Q3 2025 in Review

FSM Wealth Advisors sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 1,100 shares — an estimated $623K sold.

FSM Wealth Advisors first reported a position in ROP in Q2 2022 and held it in 13 quarters. The position peaked at $798K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

  • FSM Wealth Advisors reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,100 Roper Technologies shares in Q3 2025, an estimated $623K.
  • FSM Wealth Advisors first reported a position in Roper Technologies in Q2 2022 and held it in 13 quarters.
  • FSM Wealth Advisors's Roper Technologies position peaked at $798K in Q3 2024.
  • 1,288 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on FSM Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.