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Elevation Wealth Partners’s Veralto VLTO Stock Holding History

Elevation Wealth Partners’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
Q3 		$17.4K Sell
185
-44
-19% -$4.2K ﹤0.01% 724
2026
Q2 		$20.3K Buy
229
+149
+186% +$12.9K 0.01% 588
2026
Q1 		$7.07K Sell
80
-3
-4% -$285 ﹤0.01% 602
2025
Q4 		$8.28K Sell
83
-12
-13% -$1.21K ﹤0.01% 518
2025
Q3 		$10.1K Buy
95
+18
+23% +$1.9K ﹤0.01% 389
2025
Q2 		$7.77K Hold
77
– – ﹤0.01% 384
2025
Q1 		$7.5K Hold
77
– – ﹤0.01% 384
2024
Q4 		$7.84K Hold
77
– – ﹤0.01% 386
2024
Q3 		$8.61K Hold
77
– – ﹤0.01% 363
2024
Q2 		$7.35K Sell
77
-29
-27% -$2.77K ﹤0.01% 363
2024
Q1 		$9.4K Buy
+106
New +$8.79K ﹤0.01% 359

Other funds holding VLTO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Elevation Wealth Partners's VLTO Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Veralto (VLTO) stake by 19% in Q3 2026, selling an estimated $4.2K and leaving 185 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Elevation Wealth Partners first reported a position in VLTO in Q1 2024 and has held it in 11 quarters since. The position peaked at $20.3K in Q2 2026. 43 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Elevation Wealth Partners held 185 shares of Veralto worth $17.4K as of Q3 2026.
  • Elevation Wealth Partners sold 44 Veralto shares in Q3 2026, an estimated $4.2K.
  • Veralto made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #724 holding.
  • Elevation Wealth Partners first reported a position in Veralto in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Veralto position peaked at $20.3K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.