WealthPlan Investment Management’s Veralto VLTO Stock Holding History

WealthPlan Investment Management’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	$809K	Sell	9,117 -3,125	-26%	-$271K	0.04%	255
2026 Q1	$1.08M	Sell	12,242 -3,847	-24%	-$366K	0.06%	209
2025 Q4	$1.61M	Sell	16,089 -12,276	-43%	-$1.24M	0.1%	158
2025 Q3	$3.02M	Sell	28,365 -791	-3%	-$83.5K	0.2%	106
2025 Q2	$2.94M	Buy	29,156 +6,130	+27%	+$591K	0.21%	102
2025 Q1	$2.24M	Sell	23,026 -1,520	-6%	-$152K	0.22%	93
2024 Q4	$2.5M	Sell	24,546 -1,816	-7%	-$194K	0.25%	91
2024 Q3	$2.95M	Buy	+26,362	New	+$2.79M	0.3%	83
2024 Q1	–	Sell	-4,938	Closed	-$406K	–	202
2023 Q4	$406K	Buy	4,938 +1,914	+63%	+$143K	0.07%	131
2023 Q3	$256K	Buy	+3,024	New	+$252K	0.05%	153

Other funds holding VLTO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

WealthPlan Investment Management's VLTO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Veralto (VLTO) stake by 26% in Q2 2026, selling an estimated $271K and leaving 9,117 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #255.

WealthPlan Investment Management first reported a position in VLTO in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q3 2025. 306 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

WealthPlan Investment Management held 9,117 shares of Veralto worth $809K as of Q2 2026.
WealthPlan Investment Management sold 3,125 Veralto shares in Q2 2026, an estimated $271K.
Veralto made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #255 holding.
WealthPlan Investment Management first reported a position in Veralto in Q3 2023 and has held it in 10 quarters since.
WealthPlan Investment Management's Veralto position peaked at $3.02M in Q3 2025.
306 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.