Institute for Wealth Management’s Veralto VLTO Stock Holding History

Institute for 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	$82.5K	Buy	+930	New	+$80.8K	0.01%	738

Other funds holding VLTO

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Institute for Wealth Management's VLTO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Veralto (VLTO) in Q2 2026: 930 shares worth $82.5K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings.

525 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Institute for Wealth Management held 930 shares of Veralto worth $82.5K as of Q2 2026.
Veralto was a new Institute for Wealth Management position in Q2 2026.
Veralto made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #738 holding.
525 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.