CreativeOne Wealth’s Veralto VLTO Stock Holding History

CreativeOne Wealth’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	-2,077	Closed	-$207K	–	1263
2025 Q4	$207K	Buy	2,077 +6	+0.3%	+$607	0.01%	1108
2025 Q3	$221K	Buy	+2,071	New	+$218K	0.01%	1065
2025 Q2	–	Sell	-3,320	Closed	-$324K	–	1190
2025 Q1	$324K	Sell	3,320 -899	-21%	-$89.7K	0.01%	837
2024 Q4	$430K	Buy	4,219 +173	+4%	+$18.4K	0.01%	743
2024 Q3	$453K	Buy	+4,046	New	+$428K	0.02%	659
2024 Q2	–	Sell	-3,046	Closed	-$270K	–	920
2024 Q1	$270K	Buy	+3,046	New	+$253K	0.01%	747

Other funds holding VLTO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $153B AUM 38.14% 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 $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

CreativeOne Wealth's VLTO Position: Q1 2026 in Review

CreativeOne Wealth sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,077 shares — an estimated $207K sold.

CreativeOne Wealth first reported a position in VLTO in Q1 2024 and held it in 6 quarters. The position peaked at $453K in Q3 2024. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

CreativeOne Wealth reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 2,077 Veralto shares in Q1 2026, an estimated $207K.
CreativeOne Wealth first reported a position in Veralto in Q1 2024 and held it in 6 quarters.
CreativeOne Wealth's Veralto position peaked at $453K in Q3 2024.
1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.