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Bernard Wealth Management’s Veralto VLTO Stock Holding History

Bernard 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 		$22K Hold
248
– – 0.01% 187
2026
Q1 		$21.9K Hold
248
– – 0.01% 180
2025
Q4 		$24.7K Hold
248
– – 0.01% 172
2025
Q3 		$26.4K Hold
248
– – 0.01% 169
2025
Q2 		$25K Hold
248
– – 0.01% 167
2025
Q1 		$24.2K Sell
248
-46
-16% -$4.59K 0.01% 172
2024
Q4 		$29.9K Buy
+294
New +$31.3K 0.01% 158

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

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

Bernard Wealth Management held its Veralto (VLTO) position steady in Q2 2026 at 248 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #187.

Bernard Wealth Management first reported a position in VLTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.9K in Q4 2024. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Bernard Wealth Management held 248 shares of Veralto worth $22K as of Q2 2026.
  • Bernard Wealth Management left its Veralto share count unchanged in Q2 2026.
  • Veralto made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Bernard Wealth Management first reported a position in Veralto in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Veralto position peaked at $29.9K in Q4 2024.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.