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Western Financial Corp’s Roper Technologies ROP Stock Holding History

Western Financial Corp’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
Q1 		– Sell
-1,809
Closed -$940K – 135
2024
Q4 		$940K Buy
1,809
+56
+3% +$30.7K 0.52% 48
2024
Q3 		$975K Buy
1,753
+26
+2% +$14.3K 0.55% 55
2024
Q2 		$973K Buy
1,727
+19
+1% +$10.2K 0.59% 51
2024
Q1 		$958K Buy
1,708
+428
+33% +$234K 0.59% 48
2023
Q4 		$698K Sell
1,280
-1
-0.1% -$515 0.47% 64
2023
Q3 		$620K Buy
+1,281
New +$628K 0.45% 72

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Western Financial Corp's ROP Position: Q1 2025 in Review

Western Financial Corp sold out of Roper Technologies (ROP) in Q1 2025, closing a stake of 1,809 shares — an estimated $940K sold.

Western Financial Corp first reported a position in ROP in Q3 2023 and held it in 6 quarters. The position peaked at $975K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold ROP as of Q1 2025.

  • Western Financial Corp reported no remaining Roper Technologies position as of Q1 2025 after selling out during the quarter.
  • Western Financial Corp sold 1,809 Roper Technologies shares in Q1 2025, an estimated $940K.
  • Western Financial Corp first reported a position in Roper Technologies in Q3 2023 and held it in 6 quarters.
  • Western Financial Corp's Roper Technologies position peaked at $975K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2025.

Based on Western Financial Corp's 13F filing for Q1 2025, filed 23 Apr 2025.