MassMutual Private Wealth & Trust, FSB ROP ROPER INDUSTRIES INC NEW

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  42 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported ROPER INDUSTRIES INC NEW (ROP) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2025 Q1. The latest visible filing shows ROP at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in ROPER INDUSTRIES INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROP was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held ROP — position size vs. price
% of Fund (quarterly)    ROP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 33,176 +436 +1.3% 0.32% $11.7M 2026-04-13 $356.35
2025 Q4 REDUCED 6.1% -20.3% 32,740 -2,141 -6.1% 0.38% $14.6M 2026-01-07 $436.49
2025 Q3 REDUCED 34,881 -219 -0.6% 0.44% $17.4M 2025-10-22 $506.62
2025 Q2 ADDED 35,100 +267 +0.8% 0.53% $19.9M 2025-07-09 $555.16
2025 Q1 ADDED 34,833 +917 +2.7% 0.59% $20.5M 2025-04-01 $585.41
2024 Q4 ADDED 33,916 +576 +1.7% 0.49% $17.6M 2025-01-16 $514.38
2024 Q3 ADDED 33,340 +1,330 +4.2% 0.53% $18.6M 2024-10-02 $544.72
2024 Q2 ADDED 32,010 +284 +0.9% 0.55% $18.0M 2024-07-02 $555.58
2024 Q1 ADDED 31,726 +854 +2.8% 0.55% $17.8M 2024-04-09 $536.21
2023 Q4 REDUCED 30,872 -402 -1.3% 0.56% $16.8M 2024-01-03 $522.42
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and ROP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning ROP?

MassMutual Private Wealth & Trust, FSB reported ROP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ROP position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ROP was 0.59% in 2025 Q1.

What is the latest reported ROP position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 33,176 shares, equal to 0.32% of portfolio, with an estimated market value of $11.7M.

What does the chart on this ROP ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly ROP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their ROP position?

Based on 13F filing dates vs. subsequent ROP price moves, MassMutual Private Wealth & Trust, FSB correctly timed 24 out of 41 reported position changes (59%). The annualised alpha on ROP relative to SPY over the holding period was -4.1%.

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