MSFP
RAL

Mark Sheptoff Financial Planning’s Ralliant Corp RAL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.92K Buy
+149
New +$7K ﹤0.01% 387
2025
Q3 		– Sell
-15
Closed -$727 – 553
2025
Q2 		$727 Buy
+15
New +$739 ﹤0.01% 491

Other funds holding RAL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Mark Sheptoff Financial Planning's RAL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Ralliant Corp (RAL) in Q1 2026: 149 shares worth $6.92K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in RAL as recently as Q2 2025.

Mark Sheptoff Financial Planning first reported a position in RAL in Q2 2025 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold RAL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 149 shares of Ralliant Corp worth $6.92K as of Q1 2026.
  • Ralliant Corp was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • Ralliant Corp made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #387 holding.
  • Mark Sheptoff Financial Planning first reported a position in Ralliant Corp in Q2 2025 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held Ralliant Corp as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.