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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
Q2 		$17.6K Hold
199
– – 0.01% 299
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mark Sheptoff Financial Planning held its Veralto (VLTO) position steady in Q2 2026 at 199 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #299.

Mark Sheptoff Financial Planning first reported a position in VLTO in Q1 2024 and has held it in 10 quarters since. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 199 shares of Veralto worth $17.6K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Veralto share count unchanged in Q2 2026.
  • Veralto made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #299 holding.
  • Mark Sheptoff Financial Planning first reported a position in Veralto in Q1 2024 and has held it in 10 quarters since.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

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