Institute for Wealth Management’s Roper Technologies ROP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.9K Buy
+44
New +$15K ﹤0.01% 1222
2024
Q4
– Sell
-679
Closed -$378K – 557
2024
Q3
$378K Buy
+679
New +$373K 0.05% 360

Other funds holding ROP

Institute for Wealth Management's ROP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Roper Technologies (ROP) in Q2 2026: 44 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ROP as recently as Q3 2024.

Institute for Wealth Management first reported a position in ROP in Q3 2024 and has held it in 2 quarters since. The position peaked at $378K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold ROP as of Q2 2026.

  • Institute for Wealth Management held 44 shares of Roper Technologies worth $14.9K as of Q2 2026.
  • Roper Technologies was a new Institute for Wealth Management position in Q2 2026.
  • Roper Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1222 holding.
  • Institute for Wealth Management first reported a position in Roper Technologies in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Roper Technologies position peaked at $378K in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.