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Moneta Group Investment Advisors’s Roper Technologies ROP Stock Holding History

Moneta Group Investment Advisors’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
2026
Q1 		$561K Sell
1,585
-27
-2% -$9.96K ﹤0.01% 486
2025
Q4 		$718K Sell
1,612
-25
-2% -$11.6K 0.01% 423
2025
Q3 		$816K Buy
1,637
+83
+5% +$44.3K 0.01% 392
2025
Q2 		$881K Buy
1,554
+50
+3% +$28.3K 0.01% 328
2025
Q1 		$887K Buy
1,504
+51
+4% +$28.6K 0.01% 306
2024
Q4 		$755K Buy
1,453
+193
+15% +$106K 0.01% 321
2024
Q3 		$701K Buy
1,260
+16
+1% +$8.8K 0.01% 341
2024
Q2 		$701K Sell
1,244
-688
-36% -$371K 0.01% 326
2024
Q1 		$1.08M Buy
1,932
+20
+1% +$10.9K 0.02% 264
2023
Q4 		$1.04M Buy
1,912
+104
+6% +$53.6K 0.02% 233
2023
Q3 		$876K Sell
1,808
-125
-6% -$61.3K 0.02% 235
2023
Q2 		$929K Buy
1,933
+166
+9% +$75.2K 0.02% 233
2023
Q1 		$779K Buy
1,767
+11
+0.6% +$4.75K 0.02% 248
2022
Q4 		$749K Sell
1,756
-744
-30% -$307K 0.02% 238
2022
Q3 		$899K Sell
2,500
-232
-8% -$94.4K 0.03% 200
2022
Q2 		$1.08M Buy
2,732
+216
+9% +$93.9K 0.04% 198
2022
Q1 		$1.19M Buy
2,516
+3
+0.1% +$1.35K 0.05% 181
2021
Q4 		$1.24M Sell
2,513
-2
-0.1% -$952 0.05% 181
2021
Q3 		$1.12M Buy
2,515
+20
+0.8% +$9.58K 0.05% 181
2021
Q2 		$1.17M Buy
2,495
+1
+0% +$442 0.05% 179
2021
Q1 		$1.01M Buy
2,494
+1,606
+181% +$645K 0.05% 177
2020
Q4 		$383K Buy
+888
New +$365K 0.03% 224
2018
Q1 		– Sell
-753
Closed -$195K – 699
2017
Q4 		$195K Sell
753
-950
-56% -$244K 0.03% 197
2017
Q3 		$415K Buy
1,703
+3
+0.2% +$705 0.06% 138
2017
Q2 		$394K Hold
1,700
– – 0.06% 142
2017
Q1 		$351K Hold
1,700
– – 0.07% 110
2016
Q4 		$311K Buy
+1,700
New +$305K 0.06% 124

Other funds holding ROP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Moneta Group Investment Advisors's ROP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Roper Technologies (ROP) stake by 1.7% in Q1 2026, selling an estimated $9.96K and leaving 1,585 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Moneta Group Investment Advisors first reported a position in ROP in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.24M in Q4 2021. 1,137 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Moneta Group Investment Advisors held 1,585 shares of Roper Technologies worth $561K as of Q1 2026.
  • Moneta Group Investment Advisors sold 27 Roper Technologies shares in Q1 2026, an estimated $9.96K.
  • Roper Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #486 holding.
  • Moneta Group Investment Advisors first reported a position in Roper Technologies in Q4 2016 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Roper Technologies position peaked at $1.24M in Q4 2021.
  • 1,137 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.