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Plan A Wealth’s Roper Technologies ROP Stock Holding History

Plan A Wealth’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
Q3 		$731K Buy
2,093
+113
+6% +$43.3K 0.26% 53
2026
Q2 		$670K Buy
1,980
+190
+11% +$64.8K 0.29% 56
2026
Q1 		$633K Buy
1,790
+237
+15% +$87.4K 0.3% 51
2025
Q4 		$691K Buy
1,553
+168
+12% +$77.8K 0.34% 45
2025
Q3 		$691K Buy
1,385
+175
+14% +$93.3K 0.35% 40
2025
Q2 		$686K Buy
1,210
+492
+69% +$278K 0.39% 40
2025
Q1 		$423K Buy
+718
New +$403K 0.33% 52

Other funds holding ROP

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Plan A Wealth's ROP Position: Q3 2026 in Review

Plan A Wealth increased its Roper Technologies (ROP) stake by 5.7% in Q3 2026, buying an estimated $43.3K and bringing the position to 2,093 shares worth $731K. The position accounts for 0.26% of the portfolio, ranked #53.

Plan A Wealth first reported a position in ROP in Q1 2025 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Plan A Wealth held 2,093 shares of Roper Technologies worth $731K as of Q3 2026.
  • Plan A Wealth bought 113 Roper Technologies shares in Q3 2026, an estimated $43.3K.
  • Roper Technologies made up 0.26% of Plan A Wealth's portfolio in Q3 2026, its #53 holding.
  • Plan A Wealth first reported a position in Roper Technologies in Q1 2025 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.