HFR Wealth Management’s Veralto VLTO Stock Holding History

HFR Wealth 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 Q2	$9.47M	Sell	106,782 -3,569	-3%	-$310K	2.31%	25
2026 Q1	$9.76M	Sell	110,351 -2,640	-2%	-$251K	2.4%	26
2025 Q4	$11.3M	Sell	112,991 -4,274	-4%	-$432K	2.66%	20
2025 Q3	$12.5M	Buy	117,265 +105,616	+907%	+$11.1M	2.87%	16
2025 Q2	$1.18M	Sell	11,649 -66	-0.6%	-$6.37K	0.28%	32
2025 Q1	$1.14M	Sell	11,715 -37	-0.3%	-$3.69K	0.28%	33
2024 Q4	$1.2M	Sell	11,752 -144	-1%	-$15.3K	0.3%	33
2024 Q3	$1.33M	Sell	11,896 -61	-0.5%	-$6.45K	0.32%	33
2024 Q2	$1.14M	Sell	11,957 -76	-0.6%	-$7.27K	0.29%	35
2024 Q1	$1.07M	Sell	12,033 -246	-2%	-$20.4K	0.27%	36
2023 Q4	$1.01M	Buy	+12,279	New	+$917K	0.27%	36

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

HFR Wealth Management's VLTO Position: Q2 2026 in Review

HFR Wealth Management reduced its Veralto (VLTO) stake by 3.2% in Q2 2026, selling an estimated $310K and leaving 106,782 shares worth $9.47M. The position accounts for 2.31% of the portfolio, ranked #25.

HFR Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.5M in Q3 2025. 967 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

HFR Wealth Management held 106,782 shares of Veralto worth $9.47M as of Q2 2026.
HFR Wealth Management sold 3,569 Veralto shares in Q2 2026, an estimated $310K.
Veralto made up 2.31% of HFR Wealth Management's portfolio in Q2 2026, its #25 holding.
HFR Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
HFR Wealth Management's Veralto position peaked at $12.5M in Q3 2025.
967 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.