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Valeo Financial Advisors’s Roper Technologies ROP Stock Holding History

Valeo Financial 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
2026
Q3 		$284K Buy
814
+221
+37% +$84.7K 0.01% 650
2026
Q2 		$201K Sell
593
-801
-57% -$273K ﹤0.01% 768
2026
Q1 		$493K Sell
1,394
-107
-7% -$39.5K 0.01% 418
2025
Q4 		$668K Buy
1,501
+711
+90% +$329K 0.01% 392
2025
Q3 		$394K Buy
790
+120
+18% +$64K 0.01% 521
2025
Q2 		$380K Buy
+670
New +$379K 0.01% 511
2024
Q4 		– Sell
-379
Closed -$211K – 781
2024
Q3 		$211K Buy
+379
New +$208K 0.01% 640
2021
Q2 		– Sell
-61
Closed -$25K – 1542
2021
Q1 		$25K Buy
+61
New +$24.5K ﹤0.01% 1100
2020
Q3 		– Sell
-41
Closed -$16K – 2045
2020
Q2 		$16K Buy
41
+11
+37% +$3.94K ﹤0.01% 1141
2020
Q1 		$10K Sell
30
-60
-67% -$21.3K ﹤0.01% 1107
2019
Q4 		$32K Buy
90
+67
+291% +$23.1K ﹤0.01% 797
2019
Q3 		$8K Hold
23
– – ﹤0.01% 1093
2019
Q2 		$8K Sell
23
-16
-41% -$5.68K ﹤0.01% 1090
2019
Q1 		$13K Sell
39
-100
-72% -$30.4K ﹤0.01% 903
2018
Q4 		$37K Sell
139
-13
-9% -$3.68K 0.01% 566
2018
Q3 		$43K Sell
152
-1
-0.7% -$295 0.01% 582
2018
Q2 		$45K Hold
153
– – 0.01% 556
2018
Q1 		$43K Hold
153
– – 0.01% 523
2017
Q4 		$40K Buy
153
+140
+1,077% +$35.9K 0.01% 514
2017
Q3 		$3K Buy
+13
New +$3.05K ﹤0.01% 969

Other funds holding ROP

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's ROP Position: Q3 2026 in Review

Valeo Financial Advisors increased its Roper Technologies (ROP) stake by 37% in Q3 2026, buying an estimated $84.7K and bringing the position to 814 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #650.

Valeo Financial Advisors first reported a position in ROP in Q3 2017 and has held it in 20 quarters since. The position peaked at $668K in Q4 2025. 34 funds tracked by Wall St. Rank hold ROP as of Q3 2026.

  • Valeo Financial Advisors held 814 shares of Roper Technologies worth $284K as of Q3 2026.
  • Valeo Financial Advisors bought 221 Roper Technologies shares in Q3 2026, an estimated $84.7K.
  • Roper Technologies made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #650 holding.
  • Valeo Financial Advisors first reported a position in Roper Technologies in Q3 2017 and has held it in 20 quarters since.
  • Valeo Financial Advisors's Roper Technologies position peaked at $668K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.