Root Financial Partners
VLTO icon

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
Q3 		$79.1K Buy
+839
New +$80.1K ﹤0.01% 863
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Root Financial Partners's VLTO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Veralto (VLTO) in Q3 2026: 839 shares worth $79.1K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VLTO as recently as Q1 2026.

Root Financial Partners first reported a position in VLTO in Q3 2025 and has held it in 4 quarters since. 834 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Root Financial Partners held 839 shares of Veralto worth $79.1K as of Q3 2026.
  • Veralto was a new Root Financial Partners position in Q3 2026.
  • Veralto made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #863 holding.
  • Root Financial Partners first reported a position in Veralto in Q3 2025 and has held it in 4 quarters since.
  • 834 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.