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Atlantic Edge Private Wealth Management’s Veralto VLTO Stock Holding History

Atlantic Edge Private 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 		$181K Sell
2,036
-85
-4% -$7.38K 0.04% 148
2026
Q1 		$188K Sell
2,121
-61
-3% -$5.8K 0.05% 135
2025
Q4 		$218K Sell
2,182
-36
-2% -$3.64K 0.05% 127
2025
Q3 		$236K Sell
2,218
-21
-0.9% -$2.22K 0.06% 125
2025
Q2 		$226K Sell
2,239
-74
-3% -$7.14K 0.06% 123
2025
Q1 		$225K Sell
2,313
-53
-2% -$5.29K 0.07% 119
2024
Q4 		$241K Sell
2,366
-19
-0.8% -$2.02K 0.07% 121
2024
Q3 		$267K Sell
2,385
-67
-3% -$7.08K 0.08% 117
2024
Q2 		$234K Sell
2,452
-48
-2% -$4.59K 0.08% 115
2024
Q1 		$222K Sell
2,500
-13
-0.5% -$1.08K 0.08% 124
2023
Q4 		$207K Buy
+2,513
New +$188K 0.08% 121

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 $3.37T AUM 44.26% 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

Atlantic Edge Private Wealth Management's VLTO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Veralto (VLTO) stake by 4% in Q2 2026, selling an estimated $7.38K and leaving 2,036 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #148.

Atlantic Edge Private Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $267K in Q3 2024. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,036 shares of Veralto worth $181K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 85 Veralto shares in Q2 2026, an estimated $7.38K.
  • Veralto made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Veralto position peaked at $267K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.