PlanVest Financial’s Veralto VLTO Stock Holding History

PlanVest Financial’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	$3.05K	Hold	34	–	–	﹤0.01%	496
2026 Q1	$3.04K	Buy	+34	New	+$3.23K	﹤0.01%	464

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PlanVest Financial's VLTO Position: Q2 2026 in Review

PlanVest Financial held its Veralto (VLTO) position steady in Q2 2026 at 34 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

PlanVest Financial first reported a position in VLTO in Q1 2026 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

PlanVest Financial held 34 shares of Veralto worth $3.05K as of Q2 2026.
PlanVest Financial left its Veralto share count unchanged in Q2 2026.
Veralto made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #496 holding.
PlanVest Financial first reported a position in Veralto in Q1 2026 and has held it in 2 quarters since.
952 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.