ROP β€” ROPER TECHNOLOGIES INC

Ownership history in Windsor Advisory Group, LLC  Β·  1 quarter on record

AI Ownership Summary

Windsor Advisory Group, LLC reported ROPER TECHNOLOGIES INC (ROP) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows ROP at 0.34% 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.

What this ROP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Windsor Advisory Group, LLC's position in ROPER TECHNOLOGIES INC, 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
2025 Q3

ROP was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 Windsor Advisory Group, LLC held ROP β€” position size vs. price
% of Fund (quarterly)    ROP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 775 β€” β€” 0.34% $386K 2025-11-14 $448.58

FAQ About Windsor Advisory Group, LLC and ROP

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

How long has Windsor Advisory Group, LLC reported owning ROP?

Windsor Advisory Group, LLC reported ROP across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported ROP position in Windsor Advisory Group, LLC's portfolio?

The largest reported portfolio weight for ROP was 0.34% in 2025 Q3.

What is the latest reported ROP position on this page?

The most recent filing on this page is 2025 Q3, when Windsor Advisory Group, LLC reported 775 shares, equal to 0.34% of portfolio, with an estimated market value of $386K.

What does the chart on this ROP ownership page compare?

The chart compares Windsor Advisory Group, LLC'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.

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