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National Wealth Management Group’s Roper Technologies ROP Stock Holding History

National Wealth Management Group’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
-875
Closed -$390K – 250
2025
Q4 		$390K Buy
+875
New +$405K 0.14% 152

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

National Wealth Management Group's ROP Position: Q1 2026 in Review

National Wealth Management Group sold out of Roper Technologies (ROP) in Q1 2026, closing a stake of 875 shares — an estimated $390K sold.

National Wealth Management Group first reported a position in ROP in Q4 2025 and held it in 1 quarter. The position peaked at $390K in Q4 2025. 1,138 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • National Wealth Management Group reported no remaining Roper Technologies position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 875 Roper Technologies shares in Q1 2026, an estimated $390K.
  • National Wealth Management Group first reported a position in Roper Technologies in Q4 2025 and held it in 1 quarter.
  • National Wealth Management Group's Roper Technologies position peaked at $390K in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.