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CBIZ Investment Advisory Services’s Veralto VLTO Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-8
Closed -$800 – 728
2025
Q4 		$800 Sell
8
-37
-82% -$3.74K ﹤0.01% 722
2025
Q3 		$4.8K Buy
45
+32
+246% +$3.38K ﹤0.01% 449
2025
Q2 		$1.31K Sell
13
-25
-66% -$2.41K ﹤0.01% 576
2025
Q1 		$3.71K Buy
38
+37
+3,700% +$3.69K ﹤0.01% 421
2024
Q4 		$102 Hold
1
– – ﹤0.01% 461
2024
Q3 		$112 Hold
1
– – ﹤0.01% 399
2024
Q2 		$96 Hold
1
– – ﹤0.01% 396
2024
Q1 		$89 Buy
+1
New +$83 ﹤0.01% 353

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBIZ Investment Advisory Services's VLTO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Veralto (VLTO) in Q1 2026, closing a stake of 8 shares — an estimated $800 sold.

CBIZ Investment Advisory Services first reported a position in VLTO in Q1 2024 and held it in 8 quarters. The position peaked at $4.8K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 8 Veralto shares in Q1 2026, an estimated $800.
  • CBIZ Investment Advisory Services first reported a position in Veralto in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Veralto position peaked at $4.8K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.