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Root Financial Partners’s Veralto VLTO Stock Holding History

Root Financial Partners’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 		– Sell
-362
Closed -$32K – 3098
2026
Q1 		$32K Buy
362
+25
+7% +$2.38K ﹤0.01% 1083
2025
Q4 		$33.6K Buy
337
+81
+32% +$8.19K ﹤0.01% 887
2025
Q3 		$27.3K Buy
+256
New +$27K ﹤0.01% 950

Other funds holding VLTO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Root Financial Partners's VLTO Position: Q2 2026 in Review

Root Financial Partners sold out of Veralto (VLTO) in Q2 2026, closing a stake of 362 shares — an estimated $32K sold.

Root Financial Partners first reported a position in VLTO in Q3 2025 and held it in 3 quarters. The position peaked at $33.6K in Q4 2025. 336 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Root Financial Partners reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 362 Veralto shares in Q2 2026, an estimated $32K.
  • Root Financial Partners first reported a position in Veralto in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Veralto position peaked at $33.6K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.