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Moss Adams Wealth Advisors’s Roper Technologies ROP Stock Holding History

Moss Adams Wealth 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
2025
Q3 		– Sell
-431
Closed -$244K – 273
2025
Q2 		$244K Buy
431
+85
+25% +$48K 0.02% 221
2025
Q1 		$204K Buy
+346
New +$194K 0.02% 207

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moss Adams Wealth Advisors's ROP Position: Q3 2025 in Review

Moss Adams Wealth Advisors sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 431 shares — an estimated $244K sold.

Moss Adams Wealth Advisors first reported a position in ROP in Q1 2025 and held it in 2 quarters. The position peaked at $244K in Q2 2025. 1,288 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

  • Moss Adams Wealth Advisors reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 431 Roper Technologies shares in Q3 2025, an estimated $244K.
  • Moss Adams Wealth Advisors first reported a position in Roper Technologies in Q1 2025 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's Roper Technologies position peaked at $244K in Q2 2025.
  • 1,288 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.