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Financial Life Planners’s Veralto VLTO Stock Holding History

Financial Life Planners’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 		$10.2K Hold
115
– – 0.01% 236
2026
Q1 		$10.2K Buy
+115
New +$10.9K 0.01% 237
2025
Q4 		– Sell
-115
Closed -$12.2K – 321
2025
Q3 		$12.2K Buy
+115
New +$12.1K 0.01% 233
2025
Q1 		– Sell
-114
Closed -$11.7K – 372
2024
Q4 		$11.7K Buy
+114
New +$12.1K 0.01% 248

Other funds holding VLTO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Financial Life Planners's VLTO Position: Q2 2026 in Review

Financial Life Planners held its Veralto (VLTO) position steady in Q2 2026 at 115 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #236.

Financial Life Planners first reported a position in VLTO in Q4 2024 and has held it in 4 quarters since. The position peaked at $12.2K in Q3 2025. 376 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Financial Life Planners held 115 shares of Veralto worth $10.2K as of Q2 2026.
  • Financial Life Planners left its Veralto share count unchanged in Q2 2026.
  • Veralto made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #236 holding.
  • Financial Life Planners first reported a position in Veralto in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Veralto position peaked at $12.2K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.