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Caerus Investment Advisors’s Veralto VLTO Stock Holding History

Caerus Investment 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 		– Sell
-2,632
Closed -$263K – 375
2025
Q4 		$263K Sell
2,632
-1,451
-36% -$147K 0.09% 258
2025
Q3 		$435K Buy
+4,083
New +$431K 0.18% 134

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

Caerus Investment Advisors's VLTO Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,632 shares — an estimated $263K sold.

Caerus Investment Advisors first reported a position in VLTO in Q3 2025 and held it in 2 quarters. The position peaked at $435K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 2,632 Veralto shares in Q1 2026, an estimated $263K.
  • Caerus Investment Advisors first reported a position in Veralto in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Veralto position peaked at $435K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.