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EP Wealth Advisors’s Veralto VLTO Stock Holding History

EP Wealth Advisors’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
-2,237
Closed -$223K – 1602
2025
Q4 		$223K Buy
+2,237
New +$226K ﹤0.01% 1319
2025
Q2 		$329K Buy
3,263
+680
+26% +$65.6K ﹤0.01% 966
2025
Q1 		$252K Buy
2,583
+301
+13% +$30K ﹤0.01% 1013
2024
Q4 		$232K Buy
+2,282
New +$243K ﹤0.01% 994

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

EP Wealth Advisors's VLTO Position: Q1 2026 in Review

EP Wealth Advisors sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,237 shares — an estimated $223K sold.

EP Wealth Advisors first reported a position in VLTO in Q4 2024 and held it in 4 quarters. The position peaked at $329K in Q2 2025. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • EP Wealth Advisors reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,237 Veralto shares in Q1 2026, an estimated $223K.
  • EP Wealth Advisors first reported a position in Veralto in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Veralto position peaked at $329K in Q2 2025.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.