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Cassaday & Co Wealth Management’s Veralto VLTO Stock Holding History

Cassaday & Co Wealth Management’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 		$133K Buy
1,495
+113
+8% +$9.81K ﹤0.01% 420
2026
Q1 		$122K Buy
+1,382
New +$131K ﹤0.01% 413

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's VLTO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Veralto (VLTO) stake by 8.2% in Q2 2026, buying an estimated $9.81K and bringing the position to 1,495 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Cassaday & Co Wealth Management first reported a position in VLTO in Q1 2026 and has held it in 2 quarters since. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,495 shares of Veralto worth $133K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 113 Veralto shares in Q2 2026, an estimated $9.81K.
  • Veralto made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Cassaday & Co Wealth Management first reported a position in Veralto in Q1 2026 and has held it in 2 quarters since.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.