Carson Wealth (CWM LLC)’s Veralto VLTO Stock Holding History

Carson Wealth (CWM LLC)’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	$2.39M	Sell	27,038 -36,600	-58%	-$3.48M	0.01%	1131
2025 Q4	$6.35M	Sell	63,638 -573	-0.9%	-$58K	0.02%	688
2025 Q3	$6.85M	Buy	64,211 +41,849	+187%	+$4.42M	0.02%	600
2025 Q2	$2.26M	Buy	22,362 +14,322	+178%	+$1.38M	0.01%	905
2025 Q1	$783K	Buy	8,040 +995	+14%	+$99.3K	﹤0.01%	1274
2024 Q4	$718K	Buy	7,045 +907	+15%	+$96.6K	﹤0.01%	1242
2024 Q3	$687K	Buy	6,138 +343	+6%	+$36.2K	﹤0.01%	1192
2024 Q2	$553K	Buy	5,795 +1,072	+23%	+$103K	﹤0.01%	1153
2024 Q1	$419K	Sell	4,723 -14	-0.3%	-$1.16K	﹤0.01%	1198
2023 Q4	$390K	Buy	4,737 +4,292	+964%	+$320K	﹤0.01%	1151
2023 Q3	$38K	Buy	+445	New	+$37.1K	﹤0.01%	2255

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VLTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Veralto (VLTO) stake by 58% in Q1 2026, selling an estimated $3.48M and leaving 27,038 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #1131.

Carson Wealth (CWM LLC) first reported a position in VLTO in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.85M in Q3 2025. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Carson Wealth (CWM LLC) held 27,038 shares of Veralto worth $2.39M as of Q1 2026.
Carson Wealth (CWM LLC) sold 36,600 Veralto shares in Q1 2026, an estimated $3.48M.
Veralto made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1131 holding.
Carson Wealth (CWM LLC) first reported a position in Veralto in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Veralto position peaked at $6.85M in Q3 2025.
1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.