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Mark Sheptoff Financial Planning’s Veralto VLTO Stock Holding History

Mark Sheptoff Financial 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 		$17.5K Buy
199
+133
+202% +$12.6K 0.01% 283
2025
Q4 		$6.58K Hold
66
– – ﹤0.01% 392
2025
Q3 		$7.04K Hold
66
– – ﹤0.01% 374
2025
Q2 		$6.66K Hold
66
– – ﹤0.01% 377
2025
Q1 		$6.43K Hold
66
– – ﹤0.01% 355
2024
Q4 		$6.72K Hold
66
– – ﹤0.01% 343
2024
Q3 		$7.38K Hold
66
– – ﹤0.01% 337
2024
Q2 		$6.3K Hold
66
– – ﹤0.01% 351
2024
Q1 		$5.85K Buy
+66
New +$5.47K ﹤0.01% 324

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

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

Mark Sheptoff Financial Planning increased its Veralto (VLTO) stake by 202% in Q1 2026, buying an estimated $12.6K and bringing the position to 199 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #283.

Mark Sheptoff Financial Planning first reported a position in VLTO in Q1 2024 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 199 shares of Veralto worth $17.5K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 133 Veralto shares in Q1 2026, an estimated $12.6K.
  • Veralto made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #283 holding.
  • Mark Sheptoff Financial Planning first reported a position in Veralto in Q1 2024 and has held it in 9 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

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