IWC
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Integrated Wealth Concepts’s Veralto VLTO Stock Holding History

Integrated Wealth Concepts’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 		$488K Sell
5,524
-736
-12% -$70K ﹤0.01% 1559
2025
Q4 		$625K Sell
6,260
-979
-14% -$99K 0.01% 987
2025
Q3 		$772K Buy
7,239
+1,095
+18% +$116K 0.01% 1120
2025
Q2 		$620K Buy
6,144
+3,434
+127% +$331K 0.01% 1154
2025
Q1 		$264K Sell
2,710
-183
-6% -$18.3K ﹤0.01% 1475
2024
Q4 		$295K Buy
2,893
+173
+6% +$18.4K ﹤0.01% 1376
2024
Q3 		$304K Sell
2,720
-1,100
-29% -$116K ﹤0.01% 1339
2024
Q2 		$365K Buy
3,820
+1,078
+39% +$103K 0.01% 1201
2024
Q1 		$243K Sell
2,742
-208
-7% -$17.2K ﹤0.01% 1430
2023
Q4 		$243K Buy
+2,950
New +$220K ﹤0.01% 1369

Other funds holding VLTO

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's VLTO Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Veralto (VLTO) stake by 12% in Q1 2026, selling an estimated $70K and leaving 5,524 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Integrated Wealth Concepts first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $772K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Integrated Wealth Concepts held 5,524 shares of Veralto worth $488K as of Q1 2026.
  • Integrated Wealth Concepts sold 736 Veralto shares in Q1 2026, an estimated $70K.
  • Veralto made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1559 holding.
  • Integrated Wealth Concepts first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Veralto position peaked at $772K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.