High Net Worth Advisory Group’s Roper Technologies ROP Stock Holding History

High Net Worth Advisory Group’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	-379	Closed	-$215K	–	242
2025 Q2	$215K	Hold	379	–	–	0.06%	217
2025 Q1	$223K	Buy	+379	New	+$213K	0.06%	200
2024 Q4	–	Sell	-379	Closed	-$211K	–	229
2024 Q3	$211K	Hold	379	–	–	0.06%	214
2024 Q2	$214K	Hold	379	–	–	0.06%	198
2024 Q1	$213K	Hold	379	–	–	0.07%	203
2023 Q4	$207K	Buy	+379	New	+$195K	0.08%	191
2023 Q2	–	Sell	-479	Closed	-$211K	–	203
2023 Q1	$211K	Hold	479	–	–	0.09%	179
2022 Q4	$207K	Hold	479	–	–	0.08%	184
2022 Q3	$172K	Hold	479	–	–	0.07%	195
2022 Q2	$189K	Hold	479	–	–	0.08%	191
2022 Q1	$226K	Hold	479	–	–	0.08%	174
2021 Q4	$236K	Buy	+479	New	+$228K	0.08%	174

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Net Worth Advisory Group's ROP Position: Q3 2025 in Review

High Net Worth Advisory Group sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 379 shares — an estimated $215K sold.

High Net Worth Advisory Group first reported a position in ROP in Q4 2021 and held it in 12 quarters. The position peaked at $236K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

High Net Worth Advisory Group reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
High Net Worth Advisory Group sold 379 Roper Technologies shares in Q3 2025, an estimated $215K.
High Net Worth Advisory Group first reported a position in Roper Technologies in Q4 2021 and held it in 12 quarters.
High Net Worth Advisory Group's Roper Technologies position peaked at $236K in Q4 2021.
1,288 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on High Net Worth Advisory Group's 13F filing for Q3 2025, filed 29 Oct 2025.