WealthPLAN Partners’s Veralto VLTO Stock Holding History

WealthPLAN 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	-3,807	Closed	-$337K	–	248
2026 Q1	$337K	Sell	3,807 -6,362	-63%	-$605K	0.07%	181
2025 Q4	$1.01M	Sell	10,169 -407	-4%	-$41.2K	0.15%	128
2025 Q3	$1.13M	Buy	10,576 +368	+4%	+$38.8K	0.17%	120
2025 Q2	$1.03M	Sell	10,208 -5,123	-33%	-$494K	0.17%	122
2025 Q1	$1.49M	Buy	15,331 +1,095	+8%	+$109K	0.21%	104
2024 Q4	$1.45M	Buy	14,236 +424	+3%	+$45.2K	0.21%	108
2024 Q3	$1.55M	Buy	+13,812	New	+$1.46M	0.21%	109
2024 Q1	–	Sell	-3,372	Closed	-$277K	–	346
2023 Q4	$277K	Buy	+3,372	New	+$252K	0.03%	274

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

WealthPLAN Partners's VLTO Position: Q2 2026 in Review

WealthPLAN Partners sold out of Veralto (VLTO) in Q2 2026, closing a stake of 3,807 shares — an estimated $337K sold.

WealthPLAN Partners first reported a position in VLTO in Q4 2023 and held it in 8 quarters. The position peaked at $1.55M in Q3 2024. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

WealthPLAN Partners reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
WealthPLAN Partners sold 3,807 Veralto shares in Q2 2026, an estimated $337K.
WealthPLAN Partners first reported a position in Veralto in Q4 2023 and held it in 8 quarters.
WealthPLAN Partners's Veralto position peaked at $1.55M in Q3 2024.
969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.