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
Q2 		$325K Sell
3,663
-1,861
-34% -$162K ﹤0.01% 1925
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's VLTO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Veralto (VLTO) stake by 34% in Q2 2026, selling an estimated $162K and leaving 3,663 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Integrated Wealth Concepts first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $772K in Q3 2025. 983 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Integrated Wealth Concepts held 3,663 shares of Veralto worth $325K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,861 Veralto shares in Q2 2026, an estimated $162K.
  • Veralto made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1925 holding.
  • Integrated Wealth Concepts first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Veralto position peaked at $772K in Q3 2025.
  • 983 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.