Marion Wealth Management’s Roper Technologies ROP Stock Holding History

Marion 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 Q1	–	Sell	-6,285	Closed	-$3.27M	–	133
2024 Q4	$3.27M	Buy	6,285 +220	+4%	+$121K	0.87%	30
2024 Q3	$3.38M	Buy	6,065 +379	+7%	+$208K	0.9%	29
2024 Q2	$3.21M	Buy	5,686 +231	+4%	+$125K	0.94%	30
2024 Q1	$3.06M	Buy	5,455 +58	+1%	+$31.6K	0.91%	29
2023 Q4	$2.94M	Buy	5,397 +3,010	+126%	+$1.55M	0.94%	29
2023 Q3	$1.16M	Buy	2,387 +18	+0.8%	+$8.82K	0.41%	52
2023 Q2	$1.14M	Buy	2,369 +45	+2%	+$20.4K	0.4%	54
2023 Q1	$1.02M	Buy	2,324 +158	+7%	+$68.3K	0.38%	54
2022 Q4	$936K	Buy	2,166 +366	+20%	+$151K	0.39%	56
2022 Q3	$647K	Buy	1,800 +83	+5%	+$33.8K	0.33%	64
2022 Q2	$678K	Buy	1,717 +319	+23%	+$139K	0.36%	62
2022 Q1	$660K	Buy	1,398 +33	+2%	+$14.8K	0.32%	66
2021 Q4	$671K	Buy	+1,365	New	+$650K	0.32%	67

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Marion Wealth Management's ROP Position: Q1 2025 in Review

Marion Wealth Management sold out of Roper Technologies (ROP) in Q1 2025, closing a stake of 6,285 shares — an estimated $3.27M sold.

Marion Wealth Management first reported a position in ROP in Q4 2021 and held it in 13 quarters. The position peaked at $3.38M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold ROP as of Q1 2025.

Marion Wealth Management reported no remaining Roper Technologies position as of Q1 2025 after selling out during the quarter.
Marion Wealth Management sold 6,285 Roper Technologies shares in Q1 2025, an estimated $3.27M.
Marion Wealth Management first reported a position in Roper Technologies in Q4 2021 and held it in 13 quarters.
Marion Wealth Management's Roper Technologies position peaked at $3.38M in Q3 2024.
1,311 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2025.

Based on Marion Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.