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Schrum Private Wealth Management’s Roper Technologies ROP Stock Holding History

Schrum Private Wealth 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
2025
Q2 		– Sell
-350
Closed -$207K – 129
2025
Q1 		$207K Buy
+350
New +$196K 0.18% 120

Other funds holding ROP

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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

Schrum Private Wealth Management's ROP Position: Q2 2025 in Review

Schrum Private Wealth Management sold out of Roper Technologies (ROP) in Q2 2025, closing a stake of 350 shares — an estimated $207K sold.

Schrum Private Wealth Management first reported a position in ROP in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 1,342 funds tracked by Wall St. Rank hold ROP as of Q2 2025.

  • Schrum Private Wealth Management reported no remaining Roper Technologies position as of Q2 2025 after selling out during the quarter.
  • Schrum Private Wealth Management sold 350 Roper Technologies shares in Q2 2025, an estimated $207K.
  • Schrum Private Wealth Management first reported a position in Roper Technologies in Q1 2025 and held it in 1 quarter.
  • Schrum Private Wealth Management's Roper Technologies position peaked at $207K in Q1 2025.
  • 1,342 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2025.

Based on Schrum Private Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.