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Iams Wealth Management’s Roper Technologies ROP Stock Holding History

Iams 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
Q2 		$961K Buy
2,840
+384
+16% +$131K 0.29% 101
2026
Q1 		$869K Buy
2,456
+704
+40% +$260K 0.3% 99
2025
Q4 		$780K Buy
1,752
+428
+32% +$198K 0.28% 103
2025
Q3 		$660K Buy
1,324
+370
+39% +$197K 0.26% 101
2025
Q2 		$541K Sell
954
-48
-5% -$27.1K 0.25% 107
2025
Q1 		$591K Buy
1,002
+84
+9% +$47.1K 0.27% 104
2024
Q4 		$477K Buy
918
+277
+43% +$152K 0.22% 112
2024
Q3 		$357K Buy
641
+223
+53% +$123K 0.18% 117
2024
Q2 		$236K Buy
+418
New +$225K 0.13% 128

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Iams Wealth Management's ROP Position: Q2 2026 in Review

Iams Wealth Management increased its Roper Technologies (ROP) stake by 16% in Q2 2026, buying an estimated $131K and bringing the position to 2,840 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #101.

Iams Wealth Management first reported a position in ROP in Q2 2024 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Iams Wealth Management held 2,840 shares of Roper Technologies worth $961K as of Q2 2026.
  • Iams Wealth Management bought 384 Roper Technologies shares in Q2 2026, an estimated $131K.
  • Roper Technologies made up 0.29% of Iams Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Iams Wealth Management first reported a position in Roper Technologies in Q2 2024 and has held it in 9 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.