Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,004
Closed -$499K 634
2025
Q4
$499K Sell
5,004
-1,015
-17% -$103K 0.04% 280
2025
Q3
$642K Sell
6,019
-265
-4% -$28K 0.06% 216
2025
Q2
$634K Sell
6,284
-214
-3% -$20.6K 0.06% 215
2025
Q1
$633K Sell
6,498
-102
-2% -$10.2K 0.07% 197
2024
Q4
$672K Sell
6,600
-1,474
-18% -$157K 0.08% 174
2024
Q3
$903K Sell
8,074
-475
-6% -$50.2K 0.09% 167
2024
Q2
$816K Buy
8,549
+402
+5% +$38.4K 0.09% 184
2024
Q1
$722K Buy
8,147
+2,443
+43% +$203K 0.08% 196
2023
Q4
$469K Buy
+5,704
New +$426K 0.06% 217

Other funds holding VLTO

Advisor OS's VLTO Position: Q1 2026 in Review

Advisor OS sold out of Veralto (VLTO) in Q1 2026, closing a stake of 5,004 shares — an estimated $499K sold.

Advisor OS first reported a position in VLTO in Q4 2023 and held it in 9 quarters. The position peaked at $903K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Advisor OS reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 5,004 Veralto shares in Q1 2026, an estimated $499K.
  • Advisor OS first reported a position in Veralto in Q4 2023 and held it in 9 quarters.
  • Advisor OS's Veralto position peaked at $903K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.