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Planned Solutions’s Roper Technologies ROP Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-203
Closed -$113K – 518
2024
Q3 		$113K Buy
+203
New +$112K 0.05% 187
2024
Q1 		– Sell
-203
Closed -$111K – 447
2023
Q4 		$111K Buy
+203
New +$105K 0.05% 166
2022
Q2 		– Sell
-618
Closed -$292K – 69
2022
Q1 		$292K Hold
618
– – 0.2% 52
2021
Q4 		$304K Buy
+618
New +$294K 0.2% 57
2021
Q2 		$291K Hold
618
– – 0.2% 52
2021
Q1 		$249K Buy
618
+200
+48% +$80.3K 0.19% 55
2020
Q4 		$180K Buy
418
+175
+72% +$71.9K 0.14% 57
2020
Q3 		$96K Buy
+243
New +$101K 0.09% 83

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's ROP Position: Q4 2024 in Review

Planned Solutions sold out of Roper Technologies (ROP) in Q4 2024, closing a stake of 203 shares — an estimated $113K sold.

Planned Solutions first reported a position in ROP in Q3 2020 and held it in 8 quarters. The position peaked at $304K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold ROP as of Q4 2024.

  • Planned Solutions reported no remaining Roper Technologies position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 203 Roper Technologies shares in Q4 2024, an estimated $113K.
  • Planned Solutions first reported a position in Roper Technologies in Q3 2020 and held it in 8 quarters.
  • Planned Solutions's Roper Technologies position peaked at $304K in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.