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Mowery & Schoenfeld Wealth Management’s Roper Technologies ROP Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-15
Closed -$5.53K – 356
2025
Q4 		$6.69K Hold
15
– – 0.01% 292
2025
Q3 		$7.49K Hold
15
– – 0.01% 246
2025
Q2 		$8.52K Hold
15
– – 0.01% 227
2025
Q1 		$8.86K Sell
15
-2
-12% -$1.12K 0.02% 275
2024
Q4 		$8.84K Buy
+17
New +$9.33K 0.02% 241

Other funds holding ROP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mowery & Schoenfeld Wealth Management's ROP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 15 shares — an estimated $5.53K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ROP in Q4 2024 and held it in 5 quarters. The position peaked at $8.86K in Q1 2025. 1,141 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Roper Technologies shares in Q1 2026, an estimated $5.53K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Roper Technologies in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Roper Technologies position peaked at $8.86K in Q1 2025.
  • 1,141 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.