Caldwell Trust’s Ralliant Corp RAL Stock Holding History

Caldwell Trust’s Portfolio RAL Stock Details RAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-50	Closed	-$2.19K	–	793
2025 Q3	$2.19K	Buy	+50	New	+$2.22K	﹤0.01%	719

Other funds holding RAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Trust's RAL Position: Q4 2025 in Review

Caldwell Trust sold out of Ralliant Corp (RAL) in Q4 2025, closing a stake of 50 shares — an estimated $2.19K sold.

Caldwell Trust first reported a position in RAL in Q3 2025 and held it in 1 quarter. The position peaked at $2.19K in Q3 2025. 502 funds tracked by Wall St. Rank hold RAL as of Q4 2025.

Caldwell Trust reported no remaining Ralliant Corp position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 50 Ralliant Corp shares in Q4 2025, an estimated $2.19K.
Caldwell Trust first reported a position in Ralliant Corp in Q3 2025 and held it in 1 quarter.
Caldwell Trust's Ralliant Corp position peaked at $2.19K in Q3 2025.
502 funds tracked by Wall St. Rank held Ralliant Corp as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.