SMA
ROP icon

Sage Mountain Advisors’s Roper Technologies ROP Stock Holding History

Sage Mountain Advisors’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
2025
Q2 		– Sell
-563
Closed -$332K – 541
2025
Q1 		$332K Buy
+563
New +$316K 0.02% 280
2024
Q4 		– Sell
-435
Closed -$242K – 512
2024
Q3 		$242K Buy
+435
New +$239K 0.02% 339
2022
Q4 		– Sell
-956
Closed -$344K – 313
2022
Q3 		$344K Sell
956
-12
-1% -$4.88K 0.09% 98
2022
Q2 		$382K Buy
968
+12
+1% +$5.22K 0.07% 269
2022
Q1 		$451K Buy
+956
New +$430K 0.07% 283

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 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sage Mountain Advisors's ROP Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Roper Technologies (ROP) in Q2 2025, closing a stake of 563 shares — an estimated $332K sold.

Sage Mountain Advisors first reported a position in ROP in Q1 2022 and held it in 5 quarters. The position peaked at $451K in Q1 2022. 1,342 funds tracked by Wall St. Rank hold ROP as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Roper Technologies position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 563 Roper Technologies shares in Q2 2025, an estimated $332K.
  • Sage Mountain Advisors first reported a position in Roper Technologies in Q1 2022 and held it in 5 quarters.
  • Sage Mountain Advisors's Roper Technologies position peaked at $451K in Q1 2022.
  • 1,342 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.