SOA Wealth Advisors’s Roper Technologies ROP Stock Holding History

SOA Wealth 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 Q3	–	Sell	-28	Closed	-$15.9K	–	922
2025 Q2	$15.9K	Buy	+28	New	+$15.8K	﹤0.01%	542
2024 Q2	–	Sell	-1	Closed	-$561	–	905
2024 Q1	$561	Hold	1	–	–	﹤0.01%	798
2023 Q4	$545	Hold	1	–	–	﹤0.01%	798
2023 Q3	$484	Hold	1	–	–	﹤0.01%	824
2023 Q2	$481	Hold	1	–	–	﹤0.01%	836
2023 Q1	$441	Hold	1	–	–	﹤0.01%	853
2022 Q4	$432	Hold	1	–	–	﹤0.01%	854
2022 Q3	$0	Hold	1	–	–	﹤0.01%	968
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1000
2022 Q1	$0	Hold	1	–	–	﹤0.01%	992
2021 Q4	$0	Hold	1	–	–	﹤0.01%	968
2021 Q3	$0	Hold	1	–	–	﹤0.01%	976
2021 Q2	$0	Hold	1	–	–	﹤0.01%	955
2021 Q1	$0	Hold	1	–	–	﹤0.01%	911
2020 Q4	$0	Buy	+1	New	+$411	﹤0.01%	875

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's ROP Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 28 shares — an estimated $15.9K sold.

SOA Wealth Advisors first reported a position in ROP in Q4 2020 and held it in 15 quarters. The position peaked at $15.9K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

SOA Wealth Advisors reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 28 Roper Technologies shares in Q3 2025, an estimated $15.9K.
SOA Wealth Advisors first reported a position in Roper Technologies in Q4 2020 and held it in 15 quarters.
SOA Wealth Advisors's Roper Technologies position peaked at $15.9K in Q2 2025.
1,289 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.