Heritage Wealth Advisors’s Veralto VLTO Stock Holding History

Heritage 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 Q1	$48.5K	Buy	548 +198	+57%	+$18.8K	﹤0.01%	334
2025 Q4	$34.9K	Hold	350	–	–	﹤0.01%	355
2025 Q3	$37.4K	Sell	350 -50	-13%	-$5.28K	﹤0.01%	325
2025 Q2	$40.4K	Hold	400	–	–	﹤0.01%	312
2025 Q1	$39K	Sell	400 -66	-14%	-$6.59K	﹤0.01%	320
2024 Q4	$47.5K	Sell	466 -66	-12%	-$7.03K	﹤0.01%	313
2024 Q3	$59.5K	Buy	532 +13	+3%	+$1.37K	﹤0.01%	314
2024 Q2	$49.6K	Sell	519 -36	-6%	-$3.44K	﹤0.01%	309
2024 Q1	$49.2K	Sell	555 -53	-9%	-$4.39K	﹤0.01%	327
2023 Q4	$50K	Buy	+608	New	+$45.4K	﹤0.01%	336

Other funds holding VLTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's VLTO Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Veralto (VLTO) stake by 57% in Q1 2026, buying an estimated $18.8K and bringing the position to 548 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Heritage Wealth Advisors first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $59.5K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Heritage Wealth Advisors held 548 shares of Veralto worth $48.5K as of Q1 2026.
Heritage Wealth Advisors bought 198 Veralto shares in Q1 2026, an estimated $18.8K.
Veralto made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #334 holding.
Heritage Wealth Advisors first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
Heritage Wealth Advisors's Veralto position peaked at $59.5K in Q3 2024.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.