GoalVest Advisory’s Veralto VLTO Stock Holding History

GoalVest Advisory’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	–	Sell	-10	Closed	-$884	–	561
2026 Q1	$884	Hold	10	–	–	﹤0.01%	432
2025 Q4	$998	Hold	10	–	–	﹤0.01%	501
2025 Q3	$1.07K	Hold	10	–	–	﹤0.01%	391
2025 Q2	$1.01K	Hold	10	–	–	﹤0.01%	346
2025 Q1	$975	Buy	+10	New	+$998	﹤0.01%	338
2024 Q1	–	Sell	-2	Closed	-$165	–	477
2023 Q4	$165	Buy	+2	New	+$149	﹤0.01%	359

Other funds holding VLTO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GoalVest Advisory's VLTO Position: Q2 2026 in Review

GoalVest Advisory sold out of Veralto (VLTO) in Q2 2026, closing a stake of 10 shares — an estimated $884 sold.

GoalVest Advisory first reported a position in VLTO in Q4 2023 and held it in 6 quarters. The position peaked at $1.07K in Q3 2025. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

GoalVest Advisory reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 10 Veralto shares in Q2 2026, an estimated $884.
GoalVest Advisory first reported a position in Veralto in Q4 2023 and held it in 6 quarters.
GoalVest Advisory's Veralto position peaked at $1.07K in Q3 2025.
969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.