Global Retirement Partners’s Veralto VLTO Stock Holding History

Global Retirement Partners’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 Q3	$167K	Buy	1,771 +16	+0.9%	+$1.53K	﹤0.01%	1796
2026 Q2	$156K	Buy	+1,755	New	+$152K	﹤0.01%	1747
2025 Q4	$487K	Buy	4,881 +996	+26%	+$101K	0.01%	971
2025 Q3	$414K	Sell	3,885 -458	-11%	-$48.3K	0.01%	831
2025 Q2	$438K	Buy	+4,343	New	+$419K	0.01%	773
2024 Q4	$466K	Buy	4,579 +229	+5%	+$24.4K	0.01%	655
2024 Q3	$487K	Hold	4,350	–	–	0.01%	636
2024 Q2	$415K	Buy	4,350 +384	+10%	+$36.7K	0.01%	655
2024 Q1	$352K	Buy	3,966 +123	+3%	+$10.2K	0.01%	606
2023 Q4	$286K	Buy	3,843 +1,494	+64%	+$112K	0.01%	626
2023 Q3	$183K	Buy	+2,349	New	+$196K	0.01%	697

Other funds holding VLTO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Global Retirement Partners's VLTO Position: Q3 2026 in Review

Global Retirement Partners increased its Veralto (VLTO) stake by 0.91% in Q3 2026, buying an estimated $1.53K and bringing the position to 1,771 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Global Retirement Partners first reported a position in VLTO in Q3 2023 and has held it in 11 quarters since. The position peaked at $487K in Q4 2025. 768 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

Global Retirement Partners held 1,771 shares of Veralto worth $167K as of Q3 2026.
Global Retirement Partners bought 16 Veralto shares in Q3 2026, an estimated $1.53K.
Veralto made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1796 holding.
Global Retirement Partners first reported a position in Veralto in Q3 2023 and has held it in 11 quarters since.
Global Retirement Partners's Veralto position peaked at $487K in Q4 2025.
768 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.