Creative Planning
VLTO icon

Creative Planning’s Veralto VLTO Stock Holding History

Creative 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
2026
Q2 		$6.63M Sell
74,709
-289
-0.4% -$25.1K ﹤0.01% 1188
2026
Q1 		$6.63M Buy
74,998
+18,426
+33% +$1.75M ﹤0.01% 978
2025
Q4 		$5.64M Sell
56,572
-4,442
-7% -$449K ﹤0.01% 923
2025
Q3 		$6.5M Buy
61,014
+22,712
+59% +$2.4M 0.01% 741
2025
Q2 		$3.87M Buy
38,302
+5,972
+18% +$576K ﹤0.01% 889
2025
Q1 		$3.15M Buy
32,330
+2,521
+8% +$252K ﹤0.01% 911
2024
Q4 		$3.04M Buy
29,809
+3,623
+14% +$386K ﹤0.01% 891
2024
Q3 		$2.93M Buy
26,186
+726
+3% +$76.7K ﹤0.01% 875
2024
Q2 		$2.43M Sell
25,460
-465
-2% -$44.5K ﹤0.01% 909
2024
Q1 		$2.3M Sell
25,925
-438
-2% -$36.3K ﹤0.01% 915
2023
Q4 		$2.17M Buy
+26,363
New +$1.97M ﹤0.01% 893

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

Creative Planning's VLTO Position: Q2 2026 in Review

Creative Planning reduced its Veralto (VLTO) stake by 0.39% in Q2 2026, selling an estimated $25.1K and leaving 74,709 shares worth $6.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Creative Planning first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.63M in Q1 2026. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Creative Planning held 74,709 shares of Veralto worth $6.63M as of Q2 2026.
  • Creative Planning sold 289 Veralto shares in Q2 2026, an estimated $25.1K.
  • Veralto made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1188 holding.
  • Creative Planning first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Veralto position peaked at $6.63M in Q1 2026.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.