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Forum Financial Management’s Veralto VLTO Stock Holding History

Forum Financial 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 		– Sell
-3,053
Closed -$305K – 970
2025
Q4 		$305K Buy
3,053
+545
+22% +$55.1K ﹤0.01% 741
2025
Q3 		$267K Sell
2,508
-3
-0.1% -$317 ﹤0.01% 802
2025
Q2 		$253K Buy
2,511
+294
+13% +$28.4K ﹤0.01% 771
2025
Q1 		$216K Sell
2,217
-18
-0.8% -$1.8K ﹤0.01% 774
2024
Q4 		$228K Sell
2,235
-134
-6% -$14.3K ﹤0.01% 778
2024
Q3 		$265K Buy
2,369
+59
+3% +$6.24K ﹤0.01% 578
2024
Q2 		$221K Sell
2,310
-33
-1% -$3.16K ﹤0.01% 627
2024
Q1 		$208K Buy
+2,343
New +$194K ﹤0.01% 689

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's VLTO Position: Q1 2026 in Review

Forum Financial Management sold out of Veralto (VLTO) in Q1 2026, closing a stake of 3,053 shares — an estimated $305K sold.

Forum Financial Management first reported a position in VLTO in Q1 2024 and held it in 8 quarters. The position peaked at $305K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Forum Financial Management reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,053 Veralto shares in Q1 2026, an estimated $305K.
  • Forum Financial Management first reported a position in Veralto in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's Veralto position peaked at $305K in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.