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Center for Financial Planning’s Veralto VLTO Stock Holding History

Center for Financial Planning’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
2025
Q4 		– Sell
-43
Closed -$4.58K – 733
2025
Q3 		$4.58K Hold
43
– – ﹤0.01% 552
2025
Q2 		$4.34K Sell
43
-7
-14% -$675 ﹤0.01% 525
2025
Q1 		$4.87K Hold
50
– – ﹤0.01% 532
2024
Q4 		$5.09K Hold
50
– – ﹤0.01% 485
2024
Q3 		$5.59K Hold
50
– – ﹤0.01% 454
2024
Q2 		$4.77K Hold
50
– – ﹤0.01% 458
2024
Q1 		$4.43K Hold
50
– – ﹤0.01% 480
2023
Q4 		$4.11K Buy
+50
New +$3.73K ﹤0.01% 431

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Center for Financial Planning's VLTO Position: Q4 2025 in Review

Center for Financial Planning sold out of Veralto (VLTO) in Q4 2025, closing a stake of 43 shares — an estimated $4.58K sold.

Center for Financial Planning first reported a position in VLTO in Q4 2023 and held it in 8 quarters. The position peaked at $5.59K in Q3 2024. 1,099 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

  • Center for Financial Planning reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 43 Veralto shares in Q4 2025, an estimated $4.58K.
  • Center for Financial Planning first reported a position in Veralto in Q4 2023 and held it in 8 quarters.
  • Center for Financial Planning's Veralto position peaked at $5.59K in Q3 2024.
  • 1,099 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.