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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
Q2 		$403K Sell
4,544
-5,033
-53% -$437K ﹤0.01% 1438
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 $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 Pointe Advisors's VLTO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Veralto (VLTO) stake by 53% in Q2 2026, selling an estimated $437K and leaving 4,544 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Beacon Pointe Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $847K in Q1 2026. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Beacon Pointe Advisors held 4,544 shares of Veralto worth $403K as of Q2 2026.
  • Beacon Pointe Advisors sold 5,033 Veralto shares in Q2 2026, an estimated $437K.
  • Veralto made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1438 holding.
  • Beacon Pointe Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Veralto position peaked at $847K in Q1 2026.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.