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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's VLTO Position: Q1 2026 in Review

AE Wealth Management reduced its Veralto (VLTO) stake by 44% in Q1 2026, selling an estimated $189K and leaving 2,510 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

AE Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 6 quarters since. The position peaked at $449K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • AE Wealth Management held 2,510 shares of Veralto worth $222K as of Q1 2026.
  • AE Wealth Management sold 1,992 Veralto shares in Q1 2026, an estimated $189K.
  • Veralto made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1551 holding.
  • AE Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 6 quarters since.
  • AE Wealth Management's Veralto position peaked at $449K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.