PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Veralto VLTO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$31.1K	Hold	351	–	–	0.01%	370
2026 Q1	$31.1K	Hold	351	–	–	0.01%	341
2025 Q4	$35K	Hold	351	–	–	0.01%	344
2025 Q3	$37.4K	Hold	351	–	–	0.01%	306
2025 Q2	$35.4K	Hold	351	–	–	0.01%	297
2025 Q1	$34.2K	Hold	351	–	–	0.01%	299
2024 Q4	$35.8K	Hold	351	–	–	0.01%	292
2024 Q3	$39.3K	Hold	351	–	–	0.02%	245
2024 Q2	$33.5K	Hold	351	–	–	0.02%	232
2024 Q1	$31.1K	Hold	351	–	–	0.02%	228
2023 Q4	$28.9K	Buy	+351	New	+$26.2K	0.02%	216

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VLTO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Veralto (VLTO) position steady in Q2 2026 at 351 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #370.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.3K in Q3 2024. 525 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 351 shares of Veralto worth $31.1K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Veralto share count unchanged in Q2 2026.
Veralto made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #370 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Veralto position peaked at $39.3K in Q3 2024.
525 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.