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Beacon Pointe Advisors’s Veralto VLTO Stock Holding History

Beacon Pointe Advisors’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
Q1 		$847K Buy
9,577
+5,022
+110% +$477K ﹤0.01% 1067
2025
Q4 		$454K Buy
4,555
+1,697
+59% +$172K ﹤0.01% 1106
2025
Q3 		$305K Sell
2,858
-1,331
-32% -$140K ﹤0.01% 1178
2025
Q2 		$423K Sell
4,189
-343
-8% -$33.1K ﹤0.01% 933
2025
Q1 		$442K Buy
4,532
+430
+10% +$42.9K 0.01% 883
2024
Q4 		$418K Sell
4,102
-685
-14% -$73K ﹤0.01% 889
2024
Q3 		$535K Sell
4,787
-138
-3% -$14.6K 0.01% 824
2024
Q2 		$470K Sell
4,925
-574
-10% -$54.9K 0.01% 890
2024
Q1 		$488K Sell
5,499
-745
-12% -$61.8K 0.01% 922
2023
Q4 		$514K Buy
+6,244
New +$466K 0.01% 894

Other funds holding VLTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's VLTO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Veralto (VLTO) stake by 110% in Q1 2026, buying an estimated $477K and bringing the position to 9,577 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Beacon Pointe Advisors first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Beacon Pointe Advisors held 9,577 shares of Veralto worth $847K as of Q1 2026.
  • Beacon Pointe Advisors bought 5,022 Veralto shares in Q1 2026, an estimated $477K.
  • Veralto made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1067 holding.
  • Beacon Pointe Advisors first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.