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Evelyn Partners Investment Management Services’s Veralto VLTO Stock Holding History

Evelyn Partners Investment Management 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 		$7.25K Hold
82
– – ﹤0.01% 258
2025
Q4 		$8.18K Sell
82
-70
-46% -$7.08K ﹤0.01% 240
2025
Q3 		$16.2K Hold
152
– – ﹤0.01% 225
2025
Q2 		$15.3K Hold
152
– – ﹤0.01% 214
2025
Q1 		$14.8K Hold
152
– – ﹤0.01% 215
2024
Q4 		$15.5K Buy
+152
New +$16.2K ﹤0.01% 218

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

Evelyn Partners Investment Management Services's VLTO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Veralto (VLTO) position steady in Q1 2026 at 82 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Evelyn Partners Investment Management Services first reported a position in VLTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 82 shares of Veralto worth $7.25K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Veralto share count unchanged in Q1 2026.
  • Veralto made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #258 holding.
  • Evelyn Partners Investment Management Services first reported a position in Veralto in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Veralto position peaked at $16.2K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.