IMA Advisory Services’s Veralto VLTO Stock Holding History

IMA Advisory Services’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	$672K	Hold	7,585	–	–	0.07%	139
2025 Q4	$758K	Hold	7,585	–	–	0.07%	139
2025 Q3	$809K	Hold	7,585	–	–	0.08%	132
2025 Q2	$767K	Buy	7,585 +2	+0%	+$193	0.08%	133
2025 Q1	$740K	Hold	7,583	–	–	0.09%	132
2024 Q4	$773K	Hold	7,583	–	–	0.09%	131
2024 Q3	$849K	Hold	7,583	–	–	0.18%	106
2024 Q2	$724K	Sell	7,583 -44	-0.6%	-$4.21K	0.32%	62
2024 Q1	$676K	Hold	7,627	–	–	0.32%	62
2023 Q4	$627K	Buy	+7,627	New	+$569K	0.31%	59

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

IMA Advisory Services's VLTO Position: Q1 2026 in Review

IMA Advisory Services held its Veralto (VLTO) position steady in Q1 2026 at 7,585 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #139.

IMA Advisory Services first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $849K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

IMA Advisory Services held 7,585 shares of Veralto worth $672K as of Q1 2026.
IMA Advisory Services left its Veralto share count unchanged in Q1 2026.
Veralto made up 0.07% of IMA Advisory Services's portfolio in Q1 2026, its #139 holding.
IMA Advisory Services first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
IMA Advisory Services's Veralto position peaked at $849K in Q3 2024.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.