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Lord & Richards Wealth Management’s Roper Technologies ROP Stock Holding History

Lord & Richards 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
-3,073
Closed -$1.53M – 53
2025
Q3 		$1.53M Buy
3,073
+750
+32% +$400K 1.4% 25
2025
Q2 		$1.32M Buy
2,323
+300
+15% +$170K 1.38% 23
2025
Q1 		$1.19M Buy
2,023
+1,076
+114% +$604K 1.35% 24
2024
Q4 		$492K Buy
+947
New +$520K 1.04% 37

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lord & Richards Wealth Management's ROP Position: Q4 2025 in Review

Lord & Richards Wealth Management sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 3,073 shares — an estimated $1.53M sold.

Lord & Richards Wealth Management first reported a position in ROP in Q4 2024 and held it in 4 quarters. The position peaked at $1.53M in Q3 2025. 1,255 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

  • Lord & Richards Wealth Management reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3,073 Roper Technologies shares in Q4 2025, an estimated $1.53M.
  • Lord & Richards Wealth Management first reported a position in Roper Technologies in Q4 2024 and held it in 4 quarters.
  • Lord & Richards Wealth Management's Roper Technologies position peaked at $1.53M in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.