KFG Wealth Management’s Roper Technologies ROP Stock Holding History

KFG 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
2025 Q4	–	Sell	-668	Closed	-$333K	–	228
2025 Q3	$333K	Buy	668 +16	+2%	+$8.53K	0.05%	157
2025 Q2	$370K	Buy	652 +78	+14%	+$44.1K	0.06%	143
2025 Q1	$338K	Buy	574 +30	+6%	+$16.8K	0.06%	145
2024 Q4	$283K	Buy	544 +90	+20%	+$49.4K	0.05%	155
2024 Q3	$253K	Buy	+454	New	+$250K	0.05%	159

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

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

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

KFG Wealth Management's ROP Position: Q4 2025 in Review

KFG Wealth Management sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 668 shares — an estimated $333K sold.

KFG Wealth Management first reported a position in ROP in Q3 2024 and held it in 5 quarters. The position peaked at $370K in Q2 2025. 1,262 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

KFG Wealth Management reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
KFG Wealth Management sold 668 Roper Technologies shares in Q4 2025, an estimated $333K.
KFG Wealth Management first reported a position in Roper Technologies in Q3 2024 and held it in 5 quarters.
KFG Wealth Management's Roper Technologies position peaked at $370K in Q2 2025.
1,262 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.