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Sowell Financial Services’s Roper Technologies ROP Stock Holding History

Sowell Financial Services’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
-901
Closed -$511K – 1124
2025
Q2 		$511K Buy
901
+71
+9% +$40.1K 0.02% 605
2025
Q1 		$489K Buy
+830
New +$466K 0.02% 592
2021
Q2 		– Sell
-42
Closed -$19K – 2263
2021
Q1 		$19K Buy
42
+4
+11% +$1.6K ﹤0.01% 2081
2020
Q4 		$17K Hold
38
– – ﹤0.01% 1808
2020
Q3 		$15K Hold
38
– – ﹤0.01% 1679
2020
Q2 		$15K Sell
38
-1,060
-97% -$380K ﹤0.01% 1557
2020
Q1 		$342K Buy
1,098
+1,060
+2,789% +$376K 0.03% 502
2019
Q4 		$14K Sell
38
-48
-56% -$16.6K ﹤0.01% 1572
2019
Q3 		$31K Buy
+86
New +$31.2K ﹤0.01% 1138

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's ROP Position: Q3 2025 in Review

Sowell Financial Services sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 901 shares — an estimated $511K sold.

Sowell Financial Services first reported a position in ROP in Q3 2019 and held it in 9 quarters. The position peaked at $511K in Q2 2025. 1,288 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

  • Sowell Financial Services reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 901 Roper Technologies shares in Q3 2025, an estimated $511K.
  • Sowell Financial Services first reported a position in Roper Technologies in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Roper Technologies position peaked at $511K in Q2 2025.
  • 1,288 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.