Atlantic Edge Private Wealth Management
VLTO icon

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
Q3 		$191K Sell
2,022
-14
-0.7% -$1.34K 0.04% 142
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VLTO Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management reduced its Veralto (VLTO) stake by 0.69% in Q3 2026, selling an estimated $1.34K and leaving 2,022 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #142.

Atlantic Edge Private Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $267K in Q3 2024. 622 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 2,022 shares of Veralto worth $191K as of Q3 2026.
  • Atlantic Edge Private Wealth Management sold 14 Veralto shares in Q3 2026, an estimated $1.34K.
  • Veralto made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 12 quarters since.
  • Atlantic Edge Private Wealth Management's Veralto position peaked at $267K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.