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MGB Wealth Management’s Roper Technologies ROP Stock Holding History

MGB 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
-469
Closed -$234K – 333
2025
Q3 		$234K Hold
469
– – 0.07% 202
2025
Q2 		$266K Sell
469
-150
-24% -$84.8K 0.09% 183
2025
Q1 		$365K Buy
619
+89
+17% +$49.9K 0.13% 149
2024
Q4 		$276K Buy
530
+30
+6% +$16.5K 0.09% 165
2024
Q3 		$278K Buy
500
+7
+1% +$3.85K 0.1% 157
2024
Q2 		$274K Buy
493
+18
+4% +$9.7K 0.1% 159
2024
Q1 		$266K Buy
475
+80
+20% +$43.6K 0.11% 161
2023
Q4 		$216K Buy
+395
New +$203K 0.11% 172

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

MGB Wealth Management sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 469 shares — an estimated $234K sold.

MGB Wealth Management first reported a position in ROP in Q4 2023 and held it in 8 quarters. The position peaked at $365K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

  • MGB Wealth Management reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 469 Roper Technologies shares in Q4 2025, an estimated $234K.
  • MGB Wealth Management first reported a position in Roper Technologies in Q4 2023 and held it in 8 quarters.
  • MGB Wealth Management's Roper Technologies position peaked at $365K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.