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Cherry Tree Wealth Management’s Veralto VLTO Stock Holding History

Cherry Tree 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
Q1 		$89 Hold
1
– – ﹤0.01% 580
2025
Q4 		$100 Hold
1
– – ﹤0.01% 584
2025
Q3 		$107 Hold
1
– – ﹤0.01% 587
2025
Q2 		$101 Sell
1
-103
-99% -$9.94K ﹤0.01% 604
2025
Q1 		$10.1K Hold
104
– – ﹤0.01% 417
2024
Q4 		$10.6K Hold
104
– – ﹤0.01% 404
2024
Q3 		$11.6K Hold
104
– – ﹤0.01% 399
2024
Q2 		$9.93K Buy
104
+100
+2,500% +$9.56K ﹤0.01% 394
2024
Q1 		$355 Hold
4
– – ﹤0.01% 579
2023
Q4 		$330 Buy
+4
New +$299 ﹤0.01% 580

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 $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's VLTO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Veralto (VLTO) position steady in Q1 2026 at 1 share worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Cherry Tree Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.6K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Cherry Tree Wealth Management held 1 share of Veralto worth $89 as of Q1 2026.
  • Cherry Tree Wealth Management left its Veralto share count unchanged in Q1 2026.
  • Veralto made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #580 holding.
  • Cherry Tree Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Veralto position peaked at $11.6K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.