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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
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 $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

Caldwell Trust's VLTO Position: Q1 2026 in Review

Caldwell Trust reduced its Veralto (VLTO) stake by 33% in Q1 2026, selling an estimated $14.7K and leaving 318 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Caldwell Trust first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $118K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Caldwell Trust held 318 shares of Veralto worth $28.1K as of Q1 2026.
  • Caldwell Trust sold 155 Veralto shares in Q1 2026, an estimated $14.7K.
  • Veralto made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #554 holding.
  • Caldwell Trust first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • Caldwell Trust's Veralto position peaked at $118K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.