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Axxcess Wealth Management’s Veralto VLTO Stock Holding History

Axxcess 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 		$243K Buy
+2,743
New +$238K ﹤0.01% 933
2026
Q1 		– Sell
-3,275
Closed -$327K – 981
2025
Q4 		$327K Buy
3,275
+376
+13% +$38K 0.01% 823
2025
Q3 		$309K Buy
2,899
+307
+12% +$32.4K 0.01% 748
2025
Q2 		$262K Buy
+2,592
New +$250K 0.01% 758

Other funds holding VLTO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Veralto (VLTO) in Q2 2026: 2,743 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VLTO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VLTO in Q2 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 477 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Axxcess Wealth Management held 2,743 shares of Veralto worth $243K as of Q2 2026.
  • Veralto was a new Axxcess Wealth Management position in Q2 2026.
  • Veralto made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #933 holding.
  • Axxcess Wealth Management first reported a position in Veralto in Q2 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's Veralto position peaked at $327K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.