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United Advisor Group’s Roper Technologies ROP Stock Holding History

United Advisor Group’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 		– Sell
-1,159
Closed -$392K – 597
2026
Q2 		$392K Sell
1,159
-119
-9% -$40.6K 0.04% 364
2026
Q1 		$452K Buy
1,278
+321
+34% +$118K 0.06% 312
2025
Q4 		$426K Sell
957
-348
-27% -$161K 0.05% 308
2025
Q3 		$651K Buy
1,305
+117
+10% +$62.4K 0.09% 226
2025
Q2 		$673K Buy
1,188
+145
+14% +$81.9K 0.12% 179
2025
Q1 		$615K Buy
1,043
+66
+7% +$37K 0.13% 162
2024
Q4 		$508K Buy
977
+115
+13% +$63.1K 0.1% 193
2024
Q3 		$480K Buy
862
+179
+26% +$98.4K 0.11% 196
2024
Q2 		$385K Buy
+683
New +$368K 0.12% 170

Other funds holding ROP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

United Advisor Group's ROP Position: Q3 2026 in Review

United Advisor Group sold out of Roper Technologies (ROP) in Q3 2026, closing a stake of 1,159 shares — an estimated $392K sold.

United Advisor Group first reported a position in ROP in Q2 2024 and held it in 9 quarters. The position peaked at $673K in Q2 2025. 560 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • United Advisor Group reported no remaining Roper Technologies position as of Q3 2026 after selling out during the quarter.
  • United Advisor Group sold 1,159 Roper Technologies shares in Q3 2026, an estimated $392K.
  • United Advisor Group first reported a position in Roper Technologies in Q2 2024 and held it in 9 quarters.
  • United Advisor Group's Roper Technologies position peaked at $673K in Q2 2025.
  • 560 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.