EFS
VLTO icon

Essex Financial Services’s Veralto VLTO Stock Holding History

Essex Financial Services’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
-2,232
Closed -$223K – 833
2025
Q4 		$223K Sell
2,232
-277
-11% -$28K 0.01% 717
2025
Q3 		$268K Buy
2,509
+337
+16% +$35.6K 0.02% 608
2025
Q2 		$219K Buy
+2,172
New +$210K 0.01% 637
2025
Q1 		– Sell
-2,332
Closed -$237K – 661
2024
Q4 		$237K Buy
2,332
+134
+6% +$14.3K 0.02% 551
2024
Q3 		$246K Buy
2,198
+50
+2% +$5.28K 0.02% 546
2024
Q2 		$230K Buy
+2,148
New +$205K 0.02% 545

Other funds holding VLTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essex Financial Services's VLTO Position: Q1 2026 in Review

Essex Financial Services sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,232 shares — an estimated $223K sold.

Essex Financial Services first reported a position in VLTO in Q2 2024 and held it in 6 quarters. The position peaked at $268K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Essex Financial Services reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 2,232 Veralto shares in Q1 2026, an estimated $223K.
  • Essex Financial Services first reported a position in Veralto in Q2 2024 and held it in 6 quarters.
  • Essex Financial Services's Veralto position peaked at $268K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.