Richardson Financial Services’s Veralto VLTO Stock Holding History

Richardson Financial Services’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	$88	Hold	1	–	–	﹤0.01%	611
2025 Q4	$403K	Buy	+1	New	+$101	0.13%	99
2025 Q3	–	Sell	-1	Closed	-$101	–	592
2025 Q2	$101	Hold	1	–	–	﹤0.01%	607
2025 Q1	$97	Hold	1	–	–	﹤0.01%	600
2024 Q4	$102	Sell	1 -1	-50%	-$107	﹤0.01%	604
2024 Q3	$207	Buy	2 +1	+100%	+$106	﹤0.01%	595
2024 Q2	$95	Hold	1	–	–	﹤0.01%	583
2024 Q1	$89	Sell	1 -3	-75%	-$249	﹤0.01%	614
2023 Q4	$329	Buy	+4	New	+$299	﹤0.01%	374

Other funds holding VLTO

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richardson Financial Services's VLTO Position: Q1 2026 in Review

Richardson Financial Services held its Veralto (VLTO) position steady in Q1 2026 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Richardson Financial Services first reported a position in VLTO in Q4 2023 and has held it in 9 quarters since. The position peaked at $403K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Richardson Financial Services held 1 share of Veralto worth $88 as of Q1 2026.
Richardson Financial Services left its Veralto share count unchanged in Q1 2026.
Veralto made up ﹤0.01% of Richardson Financial Services's portfolio in Q1 2026, its #611 holding.
Richardson Financial Services first reported a position in Veralto in Q4 2023 and has held it in 9 quarters since.
Richardson Financial Services's Veralto position peaked at $403K in Q4 2025.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.