MPS Loria Financial Planners’s Roper Technologies ROP Stock Holding History

MPS Loria Financial Planners’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	-412	Closed	-$206K	–	88
2025 Q3	$206K	Hold	412	–	–	0.05%	83
2025 Q2	$234K	Hold	412	–	–	0.07%	75
2025 Q1	$243K	Hold	412	–	–	0.07%	74
2024 Q4	$214K	Hold	412	–	–	0.06%	79
2024 Q3	$229K	Buy	412 +1	+0.2%	+$550	0.07%	79
2024 Q2	$232K	Hold	411	–	–	0.07%	74
2024 Q1	$230K	Buy	411 +1	+0.2%	+$546	0.08%	77
2023 Q4	$224K	Buy	+410	New	+$211K	0.08%	78
2022 Q1	–	Sell	-409	Closed	-$201K	–	86
2021 Q4	$201K	Buy	+409	New	+$195K	0.08%	80
2021 Q2	–	Sell	-409	Closed	-$164K	–	473
2021 Q1	$164K	Hold	409	–	–	0.08%	90
2020 Q4	$172K	Buy	409 +9	+2%	+$3.7K	0.08%	85
2020 Q3	$158K	Hold	400	–	–	0.08%	75
2020 Q2	$155K	Buy	+400	New	+$143K	0.08%	74
2017 Q3	–	Sell	-400	Closed	-$93K	–	279
2017 Q2	$93K	Buy	+400	New	+$88.6K	0.06%	116

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MPS Loria Financial Planners's ROP Position: Q4 2025 in Review

MPS Loria Financial Planners sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 412 shares — an estimated $206K sold.

MPS Loria Financial Planners first reported a position in ROP in Q2 2017 and held it in 14 quarters. The position peaked at $243K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

MPS Loria Financial Planners reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
MPS Loria Financial Planners sold 412 Roper Technologies shares in Q4 2025, an estimated $206K.
MPS Loria Financial Planners first reported a position in Roper Technologies in Q2 2017 and held it in 14 quarters.
MPS Loria Financial Planners's Roper Technologies position peaked at $243K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on MPS Loria Financial Planners's 13F filing for Q4 2025, filed 3 Feb 2026.