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
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 $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

Creative Planning's VLTO Position: Q1 2026 in Review

Creative Planning increased its Veralto (VLTO) stake by 33% in Q1 2026, buying an estimated $1.75M and bringing the position to 74,998 shares worth $6.63M. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Creative Planning first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Creative Planning held 74,998 shares of Veralto worth $6.63M as of Q1 2026.
  • Creative Planning bought 18,426 Veralto shares in Q1 2026, an estimated $1.75M.
  • Veralto made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #978 holding.
  • Creative Planning first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.