Evelyn Partners Investment Management’s Veralto VLTO Stock Holding History

Evelyn Partners Investment 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	$636K	Sell	7,193 -77	-1%	-$7.32K	0.02%	148
2025 Q4	$725K	Sell	7,270 -68	-0.9%	-$6.88K	0.02%	145
2025 Q3	$782K	Sell	7,338 -121	-2%	-$12.8K	0.02%	144
2025 Q2	$753K	Sell	7,459 -544	-7%	-$52.5K	0.02%	142
2025 Q1	$780K	Sell	8,003 -530	-6%	-$52.9K	0.03%	136
2024 Q4	$869K	Buy	+8,533	New	+$909K	0.03%	130

Other funds holding VLTO

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Veralto (VLTO) stake by 1.1% in Q1 2026, selling an estimated $7.32K and leaving 7,193 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #148.

Evelyn Partners Investment Management first reported a position in VLTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $869K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Evelyn Partners Investment Management held 7,193 shares of Veralto worth $636K as of Q1 2026.
Evelyn Partners Investment Management sold 77 Veralto shares in Q1 2026, an estimated $7.32K.
Veralto made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #148 holding.
Evelyn Partners Investment Management first reported a position in Veralto in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Veralto position peaked at $869K in Q4 2024.
1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

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