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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
Q2 		– Sell
-96
Closed -$8.49K – 341
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Planning Inc's VLTO Position: Q2 2026 in Review

Asset Planning Inc sold out of Veralto (VLTO) in Q2 2026, closing a stake of 96 shares — an estimated $8.49K sold.

Asset Planning Inc first reported a position in VLTO in Q4 2024 and held it in 6 quarters. The position peaked at $10.2K in Q3 2025. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Asset Planning Inc reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
  • Asset Planning Inc sold 96 Veralto shares in Q2 2026, an estimated $8.49K.
  • Asset Planning Inc first reported a position in Veralto in Q4 2024 and held it in 6 quarters.
  • Asset Planning Inc's Veralto position peaked at $10.2K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.