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Caldwell Trust’s Veralto VLTO Stock Holding History

Caldwell Trust’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 		$38.9K Buy
439
+121
+38% +$10.5K ﹤0.01% 527
2026
Q1 		$28.1K Sell
318
-155
-33% -$14.7K ﹤0.01% 554
2025
Q4 		$47.2K Sell
473
-2
-0.4% -$202 ﹤0.01% 490
2025
Q3 		$50.6K Sell
475
-182
-28% -$19.2K ﹤0.01% 475
2025
Q2 		$66.3K Hold
657
– – 0.01% 424
2025
Q1 		$64K Sell
657
-91
-12% -$9.08K 0.01% 423
2024
Q4 		$76.2K Hold
748
– – 0.01% 411
2024
Q3 		$83.7K Sell
748
-484
-39% -$51.1K 0.01% 400
2024
Q2 		$118K Buy
1,232
+401
+48% +$38.3K 0.01% 369
2024
Q1 		$73.7K Sell
831
-131
-14% -$10.9K 0.01% 411
2023
Q4 		$79.1K Buy
+962
New +$71.8K 0.01% 394

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

Caldwell Trust's VLTO Position: Q2 2026 in Review

Caldwell Trust increased its Veralto (VLTO) stake by 38% in Q2 2026, buying an estimated $10.5K and bringing the position to 439 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Caldwell Trust first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $118K in Q2 2024. 981 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Caldwell Trust held 439 shares of Veralto worth $38.9K as of Q2 2026.
  • Caldwell Trust bought 121 Veralto shares in Q2 2026, an estimated $10.5K.
  • Veralto made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #527 holding.
  • Caldwell Trust first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Caldwell Trust's Veralto position peaked at $118K in Q2 2024.
  • 981 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.