Position in VLTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,625,193
-$6,130 QoQ
Shares Held
74,709
-0.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 968 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Creative Planning holds $17,131,858 across 6 Pollution & Treatment Controls names. VLTO ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
|
137,287 | $6,937,111 | |
| 2 | VLTO |
Veralto Corp
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|
74,709 | $6,625,193 | |
| 3 | CECO |
Ceco Environmental Corp
|
34,198 | $3,103,126 | |
| 4 | ERII |
Energy Recovery, Inc.
|
29,645 | $267,397 | |
| 5 | PCT |
PureCycle Technologies, Inc.
|
17,277 | $140,116 | |
| 6 | ARQ |
Arq, Inc.
|
23,104 | $58,915 |
All Filings in VLTO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,625,193 | 74,709 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,631,323 | 74,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,644,754 | 56,572 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,504,701 | 61,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,866,586 | 38,302 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,150,558 | 32,330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,036,045 | 29,809 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,929,165 | 26,186 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,430,660 | 25,460 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,298,510 | 25,925 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,168,619 | 26,363 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||