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Beacon Investment Advisory Services’s Veralto VLTO Stock Holding History

Beacon Investment Advisory Services’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 		$1.11M Buy
12,496
+51
+0.4% +$4.43K 0.04% 135
2026
Q1 		$1.1M Sell
12,445
-2,292
-16% -$218K 0.05% 128
2025
Q4 		$1.47M Sell
14,737
-1,451
-9% -$147K 0.06% 118
2025
Q3 		$1.73M Sell
16,188
-358
-2% -$37.8K 0.07% 113
2025
Q2 		$1.67M Sell
16,546
-1,722
-9% -$166K 0.07% 115
2025
Q1 		$1.78M Sell
18,268
-4,780
-21% -$477K 0.08% 114
2024
Q4 		$2.35M Sell
23,048
-14,067
-38% -$1.5M 0.1% 110
2024
Q3 		$4.15M Sell
37,115
-1,769
-5% -$187K 0.17% 95
2024
Q2 		$3.71M Sell
38,884
-3,469
-8% -$332K 0.16% 98
2024
Q1 		$3.76M Sell
42,353
-6,378
-13% -$529K 0.16% 100
2023
Q4 		$4.01M Buy
+48,731
New +$3.64M 0.18% 92

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 Investment Advisory Services's VLTO Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Veralto (VLTO) stake by 0.41% in Q2 2026, buying an estimated $4.43K and bringing the position to 12,496 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #135.

Beacon Investment Advisory Services first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q3 2024. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Beacon Investment Advisory Services held 12,496 shares of Veralto worth $1.11M as of Q2 2026.
  • Beacon Investment Advisory Services bought 51 Veralto shares in Q2 2026, an estimated $4.43K.
  • Veralto made up 0.04% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #135 holding.
  • Beacon Investment Advisory Services first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Beacon Investment Advisory Services's Veralto position peaked at $4.15M in Q3 2024.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.