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Crestwood Advisors Group’s Veralto VLTO Stock Holding History

Crestwood Advisors Group’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 		$1.87M Sell
21,118
-4,492
-18% -$390K 0.03% 251
2026
Q1 		$2.26M Sell
25,610
-1,610
-6% -$153K 0.04% 218
2025
Q4 		$2.72M Sell
27,220
-6,246
-19% -$632K 0.05% 187
2025
Q3 		$3.57M Sell
33,466
-1,609
-5% -$170K 0.06% 162
2025
Q2 		$3.54M Sell
35,075
-2,963
-8% -$286K 0.06% 157
2025
Q1 		$3.71M Sell
38,038
-13,350
-26% -$1.33M 0.07% 148
2024
Q4 		$5.23M Sell
51,388
-645
-1% -$68.7K 0.1% 124
2024
Q3 		$5.82M Sell
52,033
-2,963
-5% -$313K 0.11% 118
2024
Q2 		$5.25M Sell
54,996
-3,711
-6% -$355K 0.11% 116
2024
Q1 		$5.2M Sell
58,707
-15,289
-21% -$1.27M 0.11% 117
2023
Q4 		$6.09M Buy
+73,996
New +$5.52M 0.14% 112

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

Crestwood Advisors Group's VLTO Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Veralto (VLTO) stake by 18% in Q2 2026, selling an estimated $390K and leaving 21,118 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #251.

Crestwood Advisors Group first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.09M in Q4 2023. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Crestwood Advisors Group held 21,118 shares of Veralto worth $1.87M as of Q2 2026.
  • Crestwood Advisors Group sold 4,492 Veralto shares in Q2 2026, an estimated $390K.
  • Veralto made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #251 holding.
  • Crestwood Advisors Group first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Crestwood Advisors Group's Veralto position peaked at $6.09M in Q4 2023.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.