Key Financial Inc’s Roper Technologies ROP Stock Holding History

Key Financial Inc’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 Q1	$9.2K	Hold	26	–	–	﹤0.01%	901
2025 Q4	$11.6K	Sell	26 -1	-4%	-$463	﹤0.01%	850
2025 Q3	$13.4K	Hold	27	–	–	﹤0.01%	800
2025 Q2	$15.3K	Hold	27	–	–	﹤0.01%	752
2025 Q1	$15.9K	Buy	27 +1	+4%	+$561	﹤0.01%	718
2024 Q4	$13.5K	Hold	26	–	–	﹤0.01%	751
2024 Q3	$14.5K	Hold	26	–	–	﹤0.01%	706
2024 Q2	$14.7K	Hold	26	–	–	﹤0.01%	695
2024 Q1	$14.6K	Hold	26	–	–	﹤0.01%	667
2023 Q4	$14.2K	Hold	26	–	–	﹤0.01%	659
2023 Q3	$12.6K	Hold	26	–	–	﹤0.01%	660
2023 Q2	$12.5K	Buy	26 +9	+53%	+$4.08K	﹤0.01%	672
2023 Q1	$7.49K	Hold	17	–	–	﹤0.01%	741
2022 Q4	$6.11K	Hold	17	–	–	﹤0.01%	749
2022 Q3	$6K	Hold	17	–	–	﹤0.01%	762
2022 Q2	$7K	Hold	17	–	–	﹤0.01%	731
2022 Q1	$8K	Hold	17	–	–	﹤0.01%	697
2021 Q4	$8K	Hold	17	–	–	﹤0.01%	634
2021 Q3	$8K	Hold	17	–	–	﹤0.01%	632
2021 Q2	$8K	Buy	+17	New	+$7.51K	﹤0.01%	622
2020 Q2	–	Sell	-64	Closed	-$20K	–	507
2020 Q1	$20K	Buy	+64	New	+$22.7K	0.02%	323

Other funds holding ROP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Key Financial Inc's ROP Position: Q1 2026 in Review

Key Financial Inc held its Roper Technologies (ROP) position steady in Q1 2026 at 26 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Key Financial Inc first reported a position in ROP in Q1 2020 and has held it in 21 quarters since. The position peaked at $20K in Q1 2020. 1,136 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

Key Financial Inc held 26 shares of Roper Technologies worth $9.2K as of Q1 2026.
Key Financial Inc left its Roper Technologies share count unchanged in Q1 2026.
Roper Technologies made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #901 holding.
Key Financial Inc first reported a position in Roper Technologies in Q1 2020 and has held it in 21 quarters since.
Key Financial Inc's Roper Technologies position peaked at $20K in Q1 2020.
1,136 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.