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Wealth Dimensions Group’s Roper Technologies ROP Stock Holding History

Wealth Dimensions 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
2025
Q4 		– Sell
-1,186
Closed -$591K – 181
2025
Q3 		$591K Hold
1,186
– – 0.12% 96
2025
Q2 		$672K Hold
1,186
– – 0.15% 83
2025
Q1 		$699K Hold
1,186
– – 0.17% 74
2024
Q4 		$617K Buy
1,186
+10
+0.9% +$5.49K 0.15% 78
2024
Q3 		$654K Sell
1,176
-4
-0.3% -$2.2K 0.17% 72
2024
Q2 		$665K Buy
+1,180
New +$636K 0.19% 67

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Dimensions Group's ROP Position: Q4 2025 in Review

Wealth Dimensions Group sold out of Roper Technologies (ROP) in Q4 2025, closing a stake of 1,186 shares — an estimated $591K sold.

Wealth Dimensions Group first reported a position in ROP in Q2 2024 and held it in 6 quarters. The position peaked at $699K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold ROP as of Q4 2025.

  • Wealth Dimensions Group reported no remaining Roper Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,186 Roper Technologies shares in Q4 2025, an estimated $591K.
  • Wealth Dimensions Group first reported a position in Roper Technologies in Q2 2024 and held it in 6 quarters.
  • Wealth Dimensions Group's Roper Technologies position peaked at $699K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2025.

Based on Wealth Dimensions Group's 13F filing for Q4 2025, filed 13 Feb 2026.