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
Q2 		$11K Hold
149
– – 0.01% 344
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mark Sheptoff Financial Planning's RAL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Ralliant Corp (RAL) position steady in Q2 2026 at 149 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #344.

Mark Sheptoff Financial Planning first reported a position in RAL in Q2 2025 and has held it in 3 quarters since. 533 funds tracked by Wall St. Rank hold RAL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 149 shares of Ralliant Corp worth $11K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Ralliant Corp share count unchanged in Q2 2026.
  • Ralliant Corp made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #344 holding.
  • Mark Sheptoff Financial Planning first reported a position in Ralliant Corp in Q2 2025 and has held it in 3 quarters since.
  • 533 funds tracked by Wall St. Rank held Ralliant Corp as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.