Neumann Capital Management’s Roper Technologies ROP Stock Holding History

Neumann Capital 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 Q2	$1.37M	Sell	4,051 -348	-8%	-$119K	0.91%	30
2026 Q1	$1.56M	Sell	4,399 -36	-0.8%	-$13.3K	0.46%	50
2025 Q4	$1.97M	Buy	4,435 +265	+6%	+$123K	0.57%	43
2025 Q3	$2.08M	Buy	4,170 +90	+2%	+$48K	0.61%	38
2025 Q2	$2.31M	Hold	4,080	–	–	0.73%	34
2025 Q1	$2.41M	Sell	4,080 -50	-1%	-$28.1K	0.83%	33
2024 Q4	$2.15M	Buy	4,130 +100	+2%	+$54.9K	0.71%	36
2024 Q3	$2.24M	Sell	4,030 -20	-0.5%	-$11K	0.75%	36
2024 Q2	$2.28M	Hold	4,050	–	–	0.78%	34
2024 Q1	$2.27M	Buy	4,050 +90	+2%	+$49.1K	0.81%	37
2023 Q4	$2.16M	Hold	3,960	–	–	0.86%	34
2023 Q3	$1.92M	Buy	3,960 +100	+3%	+$49K	0.84%	36
2023 Q2	$1.86M	Sell	3,860 -180	-4%	-$81.5K	0.77%	36
2023 Q1	$1.78M	Buy	4,040 +50	+1%	+$21.6K	0.78%	39
2022 Q4	$1.72M	Buy	3,990 +100	+3%	+$41.2K	0.81%	40
2022 Q3	$1.4M	Sell	3,890 -50	-1%	-$20.3K	0.72%	43
2022 Q2	$1.55M	Sell	3,940 -15	-0.4%	-$6.52K	0.79%	38
2022 Q1	$1.87M	Sell	3,955 -20	-0.5%	-$9K	0.79%	39
2021 Q4	$1.96M	Sell	3,975 -40	-1%	-$19K	0.8%	39
2021 Q3	$1.79M	Sell	4,015 -100	-2%	-$47.9K	0.8%	37
2021 Q2	$1.94M	Sell	4,115 -60	-1%	-$26.5K	0.87%	35
2021 Q1	$1.68M	Sell	4,175 -10	-0.2%	-$4.01K	0.8%	36
2020 Q4	$1.8M	Sell	4,185 -100	-2%	-$41.1K	0.91%	35
2020 Q3	$1.69M	Sell	4,285 -70	-2%	-$29.1K	0.97%	34
2020 Q2	$1.69M	Sell	4,355 -110	-2%	-$39.4K	1.04%	31
2020 Q1	$1.39M	Sell	4,465 -240	-5%	-$85K	1.01%	31
2019 Q4	$1.67M	Buy	4,705 +230	+5%	+$79.4K	0.97%	34
2019 Q3	$1.6M	Sell	4,475 -100	-2%	-$36.3K	0.99%	33
2019 Q2	$1.68M	Sell	4,575 -115	-2%	-$40.8K	1.04%	32
2019 Q1	$1.6M	Sell	4,690 -235	-5%	-$71.3K	1.03%	33
2018 Q4	$1.31M	Sell	4,925 -115	-2%	-$32.5K	0.99%	34
2018 Q3	$1.49M	Hold	5,040	–	–	0.88%	38
2018 Q2	$1.39M	Buy	5,040 +40	+0.8%	+$11K	0.87%	38
2018 Q1	$1.4M	Buy	5,000 +1,570	+46%	+$433K	0.89%	38
2017 Q4	$888K	Buy	3,430 +210	+7%	+$53.9K	0.54%	49
2017 Q3	$784K	Hold	3,220	–	–	0.49%	53
2017 Q2	$746K	Buy	3,220 +530	+20%	+$117K	0.48%	56
2017 Q1	$555K	Sell	2,690 -1,500	-36%	-$301K	0.36%	61
2016 Q4	$767K	Buy	4,190 +750	+22%	+$134K	0.49%	53
2016 Q3	$628K	Buy	3,440 +110	+3%	+$19.2K	0.42%	54
2016 Q2	$568K	Hold	3,330	–	–	0.38%	58
2016 Q1	$609K	Hold	3,330	–	–	0.4%	58
2015 Q4	$632K	Buy	3,330 +50	+2%	+$9.16K	0.44%	57
2015 Q3	$514K	Hold	3,280	–	–	0.36%	60
2015 Q2	$566K	Buy	3,280 +430	+15%	+$74.5K	0.36%	60
2015 Q1	$490K	Buy	2,850 +200	+8%	+$32.4K	0.31%	65
2014 Q4	$414K	Buy	+2,650	New	+$406K	0.27%	66