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
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: Q1 2026 in Review

Capital Asset Advisory Services reduced its Veralto (VLTO) stake by 23% in Q1 2026, selling an estimated $71.9K and leaving 2,519 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #273.

Capital Asset Advisory Services first reported a position in VLTO in Q3 2023 and has held it in 5 quarters since. The position peaked at $327K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Capital Asset Advisory Services held 2,519 shares of Veralto worth $227K as of Q1 2026.
  • Capital Asset Advisory Services sold 756 Veralto shares in Q1 2026, an estimated $71.9K.
  • Veralto made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #273 holding.
  • Capital Asset Advisory Services first reported a position in Veralto in Q3 2023 and has held it in 5 quarters since.
  • Capital Asset Advisory Services's Veralto position peaked at $327K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.