AWM
VLTO icon

AE Wealth Management’s Veralto VLTO Stock Holding History

AE Wealth 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 		$249K Buy
2,808
+298
+12% +$25.9K ﹤0.01% 1593
2026
Q1 		$222K Sell
2,510
-1,992
-44% -$189K ﹤0.01% 1551
2025
Q4 		$449K Buy
4,502
+1,787
+66% +$181K ﹤0.01% 1112
2025
Q3 		$289K Buy
+2,715
New +$286K ﹤0.01% 1196
2024
Q4 		– Sell
-1,791
Closed -$200K – 2171
2024
Q3 		$200K Sell
1,791
-327
-15% -$34.6K ﹤0.01% 1185
2024
Q2 		$202K Buy
+2,118
New +$203K ﹤0.01% 1166
2024
Q1 		– Sell
-3,345
Closed -$258K – 1968
2023
Q4 		$258K Buy
+3,345
New +$250K ﹤0.01% 1783

Other funds holding VLTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's VLTO Position: Q2 2026 in Review

AE Wealth Management increased its Veralto (VLTO) stake by 12% in Q2 2026, buying an estimated $25.9K and bringing the position to 2,808 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

AE Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 7 quarters since. The position peaked at $449K in Q4 2025. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • AE Wealth Management held 2,808 shares of Veralto worth $249K as of Q2 2026.
  • AE Wealth Management bought 298 Veralto shares in Q2 2026, an estimated $25.9K.
  • Veralto made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1593 holding.
  • AE Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's Veralto position peaked at $449K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.