HWM
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HighMark Wealth Management’s Veralto VLTO Stock Holding History

HighMark 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 		$16.7K Hold
188
– – 0.01% 264
2026
Q1 		$16.6K Hold
188
– – 0.01% 244
2025
Q4 		$18.7K Buy
188
+1
+0.5% +$101 0.01% 249
2025
Q3 		$20K Hold
187
– – 0.01% 232
2025
Q2 		$18.9K Hold
187
– – 0.01% 230
2025
Q1 		$18.2K Hold
187
– – 0.01% 204
2024
Q4 		$19K Hold
187
– – 0.01% 205
2024
Q3 		$20.9K Buy
187
+1
+0.5% +$106 0.01% 204
2024
Q2 		$17.8K Hold
186
– – 0.01% 214
2024
Q1 		$16.5K Hold
186
– – 0.01% 216
2023
Q4 		$15.3K Buy
+186
New +$13.9K 0.01% 218

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

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

HighMark Wealth Management held its Veralto (VLTO) position steady in Q2 2026 at 188 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #264.

HighMark Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.9K in Q3 2024. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • HighMark Wealth Management held 188 shares of Veralto worth $16.7K as of Q2 2026.
  • HighMark Wealth Management left its Veralto share count unchanged in Q2 2026.
  • Veralto made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #264 holding.
  • HighMark Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • HighMark Wealth Management's Veralto position peaked at $20.9K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.