HWA
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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
Q2 		$44.7K Sell
504
-44
-8% -$3.82K ﹤0.01% 350
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Advisors's VLTO Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Veralto (VLTO) stake by 8% in Q2 2026, selling an estimated $3.82K and leaving 504 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Heritage Wealth Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $59.5K in Q3 2024. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Heritage Wealth Advisors held 504 shares of Veralto worth $44.7K as of Q2 2026.
  • Heritage Wealth Advisors sold 44 Veralto shares in Q2 2026, an estimated $3.82K.
  • Veralto made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • Heritage Wealth Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Advisors's Veralto position peaked at $59.5K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.