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 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 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

HighMark Wealth Management's VLTO Position: Q1 2026 in Review

HighMark Wealth Management held its Veralto (VLTO) position steady in Q1 2026 at 188 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #244.

HighMark Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.9K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

HighMark Wealth Management held 188 shares of Veralto worth $16.6K as of Q1 2026.
HighMark Wealth Management left its Veralto share count unchanged in Q1 2026.
Veralto made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #244 holding.
HighMark Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
HighMark Wealth Management's Veralto position peaked at $20.9K in Q3 2024.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.