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Dogwood Wealth Management’s Veralto VLTO Stock Holding History

Dogwood 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 		– Sell
-2
Closed -$200 – 919
2025
Q4 		$200 Sell
2
-4
-67% -$405 ﹤0.01% 695
2025
Q3 		$640 Buy
+6
New +$633 ﹤0.01% 629
2025
Q2 		– Sell
-15
Closed -$1.46K – 737
2025
Q1 		$1.46K Buy
+15
New +$1.5K ﹤0.01% 403
2024
Q3 		– Hold
0
– – – 423
2024
Q2 		– Hold
0
– – – 451
2024
Q1 		– Hold
0
– – – 548
2023
Q4 		– Hold
0
– – – 513

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

Dogwood Wealth Management's VLTO Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2 shares — an estimated $200 sold.

Dogwood Wealth Management first reported a position in VLTO in Q1 2025 and held it in 3 quarters. The position peaked at $1.46K in Q1 2025. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 Veralto shares in Q1 2026, an estimated $200.
  • Dogwood Wealth Management first reported a position in Veralto in Q1 2025 and held it in 3 quarters.
  • Dogwood Wealth Management's Veralto position peaked at $1.46K in Q1 2025.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.