HighPoint Advisor Group’s Veralto VLTO Stock Holding History

HighPoint Advisor Group’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	–	Sell	-8,569	Closed	-$855K	–	1030
2025 Q4	$855K	Buy	8,569 +910	+12%	+$92K	0.02%	507
2025 Q3	$816K	Buy	7,659 +191	+3%	+$20.2K	0.04%	289
2025 Q2	$754K	Sell	7,468 -1,018	-12%	-$98.2K	0.04%	294
2025 Q1	$790K	Sell	8,486 -2,184	-20%	-$218K	0.05%	270
2024 Q4	$1.07M	Sell	10,670 -489	-4%	-$52.1K	0.06%	233
2024 Q3	$1.13M	Sell	11,159 -191	-2%	-$20.2K	0.07%	218
2024 Q2	$1.22M	Sell	11,350 -37	-0.3%	-$3.54K	0.07%	197
2024 Q1	$1.09M	Sell	11,387 -422	-4%	-$35K	0.08%	204
2023 Q4	$1.06M	Buy	+11,809	New	+$882K	0.08%	210

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighPoint Advisor Group's VLTO Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Veralto (VLTO) in Q1 2026, closing a stake of 8,569 shares — an estimated $855K sold.

HighPoint Advisor Group first reported a position in VLTO in Q4 2023 and held it in 9 quarters. The position peaked at $1.22M in Q2 2024. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

HighPoint Advisor Group reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 8,569 Veralto shares in Q1 2026, an estimated $855K.
HighPoint Advisor Group first reported a position in Veralto in Q4 2023 and held it in 9 quarters.
HighPoint Advisor Group's Veralto position peaked at $1.22M in Q2 2024.
1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.