EWA
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EverSource Wealth Advisors’s Veralto VLTO Stock Holding History

EverSource 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
Q2 		$173K Sell
1,956
-326
-14% -$28.3K 0.01% 1071
2026
Q1 		$202K Sell
2,282
-955
-30% -$90.8K 0.01% 1051
2025
Q4 		$323K Sell
3,237
-329
-9% -$33.3K 0.01% 722
2025
Q3 		$380K Buy
3,566
+1,064
+43% +$112K 0.02% 610
2025
Q2 		$253K Buy
2,502
+1,903
+318% +$184K 0.01% 757
2025
Q1 		$58.4K Sell
599
-455
-43% -$45.4K ﹤0.01% 1168
2024
Q4 		$107K Buy
1,054
+213
+25% +$22.7K 0.01% 880
2024
Q3 		$94.1K Sell
841
-15
-2% -$1.58K 0.01% 807
2024
Q2 		$91.3K Buy
856
+46
+6% +$4.4K 0.01% 833
2024
Q1 		$75.9K Buy
810
+633
+358% +$52.5K 0.01% 817
2023
Q4 		$14.6K Buy
+177
New +$13.2K ﹤0.01% 1395

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's VLTO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Veralto (VLTO) stake by 14% in Q2 2026, selling an estimated $28.3K and leaving 1,956 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #1071.

EverSource Wealth Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q3 2025. 971 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • EverSource Wealth Advisors held 1,956 shares of Veralto worth $173K as of Q2 2026.
  • EverSource Wealth Advisors sold 326 Veralto shares in Q2 2026, an estimated $28.3K.
  • Veralto made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1071 holding.
  • EverSource Wealth Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Veralto position peaked at $380K in Q3 2025.
  • 971 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.