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Asset Planning Inc’s Veralto VLTO Stock Holding History

Asset Planning Inc’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.49K Hold
96
– – 0.01% 239
2025
Q4 		$9.58K Hold
96
– – 0.01% 232
2025
Q3 		$10.2K Hold
96
– – 0.01% 235
2025
Q2 		$9.69K Hold
96
– – 0.01% 237
2025
Q1 		$9.36K Hold
96
– – 0.01% 246
2024
Q4 		$9.78K Buy
+96
New +$10.2K 0.01% 245

Other funds holding VLTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Planning Inc's VLTO Position: Q1 2026 in Review

Asset Planning Inc held its Veralto (VLTO) position steady in Q1 2026 at 96 shares worth $8.49K. The position accounts for 0.01% of the portfolio, ranked #239.

Asset Planning Inc first reported a position in VLTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Asset Planning Inc held 96 shares of Veralto worth $8.49K as of Q1 2026.
  • Asset Planning Inc left its Veralto share count unchanged in Q1 2026.
  • Veralto made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #239 holding.
  • Asset Planning Inc first reported a position in Veralto in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Veralto position peaked at $10.2K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.