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Cape Investment Advisory’s Veralto VLTO Stock Holding History

Cape Investment Advisory’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 		$1.33K Buy
+15
New +$1.3K ﹤0.01% 1300
2025
Q2 		– Sell
-1
Closed -$97 – 1262
2025
Q1 		$97 Hold
1
– – ﹤0.01% 1093
2024
Q4 		$102 Buy
+1
New +$107 ﹤0.01% 1098
2024
Q1 		– Sell
-34
Closed -$2.8K – 1173
2023
Q4 		$2.8K Buy
+34
New +$2.54K ﹤0.01% 883

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's VLTO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Veralto (VLTO) in Q2 2026: 15 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VLTO as recently as Q1 2025.

Cape Investment Advisory first reported a position in VLTO in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.8K in Q4 2023. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Cape Investment Advisory held 15 shares of Veralto worth $1.33K as of Q2 2026.
  • Veralto was a new Cape Investment Advisory position in Q2 2026.
  • Veralto made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1300 holding.
  • Cape Investment Advisory first reported a position in Veralto in Q4 2023 and has held it in 4 quarters since.
  • Cape Investment Advisory's Veralto position peaked at $2.8K in Q4 2023.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.