McKinley Carter Wealth Services’s Roper Technologies ROP Stock Holding History

McKinley Carter Wealth Services’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	-481	Closed	-$240K	–	330
2025 Q3	$240K	Hold	481	–	–	0.01%	297
2025 Q2	$273K	Hold	481	–	–	0.02%	269
2025 Q1	$284K	Sell	481 -15	-3%	-$8.42K	0.02%	265
2024 Q4	$258K	Hold	496	–	–	0.02%	260
2024 Q3	$276K	Hold	496	–	–	0.02%	266
2024 Q2	$280K	Buy	496 +15	+3%	+$8.09K	0.02%	266
2024 Q1	$270K	Hold	481	–	–	0.02%	269
2023 Q4	$262K	Sell	481 -32	-6%	-$16.5K	0.02%	265
2023 Q3	$248K	Buy	513 +1	+0.2%	+$490	0.02%	264
2023 Q2	$246K	Sell	512 -1	-0.2%	-$453	0.02%	271
2023 Q1	$226K	Sell	513 -400	-44%	-$173K	0.02%	278
2022 Q4	$394K	Sell	913 -18	-2%	-$7.42K	0.03%	225
2022 Q3	$335K	Sell	931 -52	-5%	-$21.2K	0.03%	225
2022 Q2	$388K	Sell	983 -121	-11%	-$52.6K	0.03%	221
2022 Q1	$521K	Sell	1,104 -516	-32%	-$232K	0.04%	197
2021 Q4	$797K	Sell	1,620 -368	-19%	-$175K	0.06%	160
2021 Q3	$887K	Sell	1,988 -747	-27%	-$358K	0.07%	148
2021 Q2	$1.29M	Sell	2,735 -5,501	-67%	-$2.43M	0.11%	131
2021 Q1	$3.32M	Sell	8,236 -2,838	-26%	-$1.14M	0.28%	78
2020 Q4	$4.77M	Buy	11,074 +874	+9%	+$359K	0.63%	47
2020 Q3	$4.03M	Buy	10,200 +159	+2%	+$66.1K	0.91%	31
2020 Q2	$3.9M	Buy	10,041 +698	+7%	+$250K	0.96%	30
2020 Q1	$2.91M	Buy	9,343 +304	+3%	+$108K	0.87%	29
2019 Q4	$3.2M	Buy	9,039 +153	+2%	+$52.8K	0.75%	30
2019 Q3	$3.17M	Sell	8,886 -78	-0.9%	-$28.3K	0.81%	31
2019 Q2	$3.28M	Sell	8,964 -161	-2%	-$57.1K	0.88%	32
2019 Q1	$3.12M	Buy	9,125 +783	+9%	+$238K	0.88%	32
2018 Q4	$2.22M	Buy	8,342 +783	+10%	+$221K	0.73%	40
2018 Q3	$2.24M	Buy	7,559 +428	+6%	+$126K	0.66%	43
2018 Q2	$1.97M	Buy	7,131 +681	+11%	+$188K	0.63%	43
2018 Q1	$1.81M	Buy	6,450 +530	+9%	+$146K	0.59%	43
2017 Q4	$1.53M	Buy	5,920 +1,468	+33%	+$377K	0.53%	50
2017 Q3	$1.08M	Buy	+4,452	New	+$1.05M	0.42%	56
2016 Q3	–	Sell	-1,690	Closed	-$288K	–	129
2016 Q2	$288K	Sell	1,690 -2,076	-55%	-$363K	0.15%	99
2016 Q1	$688K	Sell	3,766 -5,621	-60%	-$968K	0.38%	67
2015 Q4	$1.78M	Buy	9,387 +290	+3%	+$53.1K	1.02%	36
2015 Q3	$1.43M	Buy	9,097 +2,495	+38%	+$412K	0.89%	44
2015 Q2	$1.14M	Buy	6,602 +2,465	+60%	+$427K	0.62%	51
2015 Q1	$712K	Buy	+4,137	New	+$670K	0.46%	59

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 $3.38T AUM 44.17% 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

McKinley Carter Wealth Services's ROP Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 481 shares — an estimated $240K sold.

McKinley Carter Wealth Services first reported a position in ROP in Q1 2015 and held it in 39 quarters. The position peaked at $4.77M in Q4 2020. 1,263 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

McKinley Carter Wealth Services reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 481 Roper Technologies shares in Q4 2025, an estimated $240K.
McKinley Carter Wealth Services first reported a position in Roper Technologies in Q1 2015 and held it in 39 quarters.
McKinley Carter Wealth Services's Roper Technologies position peaked at $4.77M in Q4 2020.
1,263 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.