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Yardley Wealth Management’s Roper Technologies ROP Stock Holding History

Yardley Wealth Management’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
-1,443
Closed -$818K – 41
2025
Q2 		$818K Hold
1,443
– – 0.45% 22
2025
Q1 		$851K Hold
1,443
– – 0.5% 20
2024
Q4 		$750K Hold
1,443
– – 0.36% 30
2024
Q3 		$803K Buy
+1,443
New +$793K 0.48% 21

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

Yardley Wealth Management's ROP Position: Q3 2025 in Review

Yardley Wealth Management sold out of Roper Technologies (ROP) in Q3 2025, closing a stake of 1,443 shares — an estimated $818K sold.

Yardley Wealth Management first reported a position in ROP in Q3 2024 and held it in 4 quarters. The position peaked at $851K in Q1 2025. 1,288 funds tracked by Wall St. Rank hold ROP as of Q3 2025.

  • Yardley Wealth Management reported no remaining Roper Technologies position as of Q3 2025 after selling out during the quarter.
  • Yardley Wealth Management sold 1,443 Roper Technologies shares in Q3 2025, an estimated $818K.
  • Yardley Wealth Management first reported a position in Roper Technologies in Q3 2024 and held it in 4 quarters.
  • Yardley Wealth Management's Roper Technologies position peaked at $851K in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2025.

Based on Yardley Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.