Principia Wealth Advisory
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Principia Wealth Advisory’s Roper Technologies ROP Stock Holding History

Principia Wealth Advisory’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 		$3.49K Buy
10
+3
+43% +$1.15K ﹤0.01% 457
2026
Q2 		$2.37K Hold
7
– – ﹤0.01% 543
2026
Q1 		$2.48K Hold
7
– – ﹤0.01% 454
2025
Q4 		$3.12K Buy
7
+4
+133% +$1.85K ﹤0.01% 351
2025
Q3 		$1.5K Sell
3
-1
-25% -$533 ﹤0.01% 508
2025
Q2 		$2.27K Hold
4
– – ﹤0.01% 360
2025
Q1 		$2.22K Hold
4
– – ﹤0.01% 273
2024
Q4 		$2.08K Buy
+4
New +$2.2K ﹤0.01% 241

Other funds holding ROP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Principia Wealth Advisory's ROP Position: Q3 2026 in Review

Principia Wealth Advisory increased its Roper Technologies (ROP) stake by 43% in Q3 2026, buying an estimated $1.15K and bringing the position to 10 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Principia Wealth Advisory first reported a position in ROP in Q4 2024 and has held it in 8 quarters since. 946 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Principia Wealth Advisory held 10 shares of Roper Technologies worth $3.49K as of Q3 2026.
  • Principia Wealth Advisory bought 3 Roper Technologies shares in Q3 2026, an estimated $1.15K.
  • Roper Technologies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #457 holding.
  • Principia Wealth Advisory first reported a position in Roper Technologies in Q4 2024 and has held it in 8 quarters since.
  • 946 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.