Capital Asset Advisory Services’s Veralto VLTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$243K Buy
2,743
+224
+9% +$19.5K 0.01% 318
2026
Q1
$227K Sell
2,519
-756
-23% -$71.9K 0.01% 273
2025
Q4
$327K Buy
3,275
+376
+13% +$38K 0.01% 226
2025
Q3
$309K Buy
2,899
+307
+12% +$32.4K 0.01% 233
2025
Q2
$266K Buy
+2,592
New +$250K 0.01% 235
2023
Q4
– Sell
-2,864
Closed -$213K – 331
2023
Q3
$213K Buy
+2,864
New +$238K 0.01% 295

Other funds holding VLTO

Capital Asset Advisory Services's VLTO Position: Q2 2026 in Review

Capital Asset Advisory Services increased its Veralto (VLTO) stake by 8.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,743 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #318.

Capital Asset Advisory Services first reported a position in VLTO in Q3 2023 and has held it in 6 quarters since. The position peaked at $327K in Q4 2025. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Capital Asset Advisory Services held 2,743 shares of Veralto worth $243K as of Q2 2026.
  • Capital Asset Advisory Services bought 224 Veralto shares in Q2 2026, an estimated $19.5K.
  • Veralto made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #318 holding.
  • Capital Asset Advisory Services first reported a position in Veralto in Q3 2023 and has held it in 6 quarters since.
  • Capital Asset Advisory Services's Veralto position peaked at $327K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.