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Family Legacy Financial Solutions’s Veralto VLTO Stock Holding History

Family Legacy Financial Solutions’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 		$723K Hold
7,669
– – 0.42% 28
2026
Q2 		$710K Sell
7,669
-656
-8% -$57K 0.43% 29
2026
Q1 		$733K Sell
8,325
-1,274
-13% -$121K 0.59% 29
2025
Q4 		$968K Sell
9,599
-1,264
-12% -$128K 0.75% 26
2025
Q3 		$1.16M Sell
10,863
-461
-4% -$48.6K 0.89% 23
2025
Q2 		$1.14M Buy
+11,324
New +$1.09M 0.97% 23

Other funds holding VLTO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Family Legacy Financial Solutions's VLTO Position: Q3 2026 in Review

Family Legacy Financial Solutions held its Veralto (VLTO) position steady in Q3 2026 at 7,669 shares worth $723K. The position accounts for 0.42% of the portfolio, ranked #28.

Family Legacy Financial Solutions first reported a position in VLTO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2025. 43 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Family Legacy Financial Solutions held 7,669 shares of Veralto worth $723K as of Q3 2026.
  • Family Legacy Financial Solutions left its Veralto share count unchanged in Q3 2026.
  • Veralto made up 0.42% of Family Legacy Financial Solutions's portfolio in Q3 2026, its #28 holding.
  • Family Legacy Financial Solutions first reported a position in Veralto in Q2 2025 and has held it in 6 quarters since.
  • Family Legacy Financial Solutions's Veralto position peaked at $1.16M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.