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Beacon Financial Strategies’s Veralto VLTO Stock Holding History

Beacon Financial Strategies’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 		– Sell
-20
Closed -$1.77K – 211
2026
Q1 		$1.77K Hold
20
– – ﹤0.01% 163
2025
Q4 		$2K Buy
+20
New +$2.02K ﹤0.01% 172

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

Beacon Financial Strategies's VLTO Position: Q2 2026 in Review

Beacon Financial Strategies sold out of Veralto (VLTO) in Q2 2026, closing a stake of 20 shares — an estimated $1.77K sold.

Beacon Financial Strategies first reported a position in VLTO in Q4 2025 and held it in 2 quarters. The position peaked at $2K in Q4 2025. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Beacon Financial Strategies reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 20 Veralto shares in Q2 2026, an estimated $1.77K.
  • Beacon Financial Strategies first reported a position in Veralto in Q4 2025 and held it in 2 quarters.
  • Beacon Financial Strategies's Veralto position peaked at $2K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.