Alpha Omega Wealth Management’s Veralto VLTO Stock Holding History

Alpha Omega 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	$413K	Sell	4,660 -19	-0.4%	-$1.65K	0.06%	159
2026 Q1	$414K	Sell	4,679 -86	-2%	-$8.18K	0.07%	155
2025 Q4	$475K	Sell	4,765 -81	-2%	-$8.19K	0.08%	154
2025 Q3	$517K	Sell	4,846 -109	-2%	-$11.5K	0.09%	150
2025 Q2	$500K	Hold	4,955	–	–	0.09%	151
2025 Q1	$483K	Buy	4,955 +65	+1%	+$6.49K	0.09%	148
2024 Q4	$498K	Sell	4,890 -1	-0%	-$107	0.09%	146
2024 Q3	$547K	Sell	4,891 -111	-2%	-$11.7K	0.1%	144
2024 Q2	$478K	Hold	5,002	–	–	0.09%	147
2024 Q1	$443K	Sell	5,002 -83	-2%	-$6.88K	0.08%	155
2023 Q4	$418K	Buy	+5,085	New	+$380K	0.07%	154

Other funds holding VLTO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Alpha Omega Wealth Management's VLTO Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its Veralto (VLTO) stake by 0.41% in Q2 2026, selling an estimated $1.65K and leaving 4,660 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #159.

Alpha Omega Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $547K in Q3 2024. 377 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Alpha Omega Wealth Management held 4,660 shares of Veralto worth $413K as of Q2 2026.
Alpha Omega Wealth Management sold 19 Veralto shares in Q2 2026, an estimated $1.65K.
Veralto made up 0.06% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #159 holding.
Alpha Omega Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Alpha Omega Wealth Management's Veralto position peaked at $547K in Q3 2024.
377 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.