Evelyn Partners
VLTO icon

Evelyn Partners’s Veralto VLTO Stock Holding History

Evelyn 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 		$395K Sell
4,192
-2,948
-41% -$282K 0.01% 262
2026
Q2 		$633K Buy
+7,140
New +$620K ﹤0.01% 200

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Evelyn Partners's VLTO Position: Q3 2026 in Review

Evelyn Partners reduced its Veralto (VLTO) stake by 41% in Q3 2026, selling an estimated $282K and leaving 4,192 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #262.

Evelyn Partners first reported a position in VLTO in Q2 2026 and has held it in 2 quarters since. The position peaked at $633K in Q2 2026. 834 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Evelyn Partners held 4,192 shares of Veralto worth $395K as of Q3 2026.
  • Evelyn Partners sold 2,948 Veralto shares in Q3 2026, an estimated $282K.
  • Veralto made up 0.01% of Evelyn Partners's portfolio in Q3 2026, its #262 holding.
  • Evelyn Partners first reported a position in Veralto in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Veralto position peaked at $633K in Q2 2026.
  • 834 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.