Jamison Private Wealth Management’s Veralto VLTO Stock Holding History

Jamison Private 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	$208K	Hold	2,345	–	–	0.02%	220
2026 Q1	$207K	Sell	2,345 -28	-1%	-$2.66K	0.03%	208
2025 Q4	$237K	Hold	2,373	–	–	0.03%	194
2025 Q3	$253K	Hold	2,373	–	–	0.03%	188
2025 Q2	$240K	Buy	2,373 +28	+1%	+$2.7K	0.03%	181
2025 Q1	$229K	Hold	2,345	–	–	0.03%	186
2024 Q4	$239K	Sell	2,345 -9	-0.4%	-$959	0.04%	190
2024 Q3	$263K	Buy	2,354 +9	+0.4%	+$951	0.04%	172
2024 Q2	$224K	Hold	2,345	–	–	0.04%	167
2024 Q1	$208K	Hold	2,345	–	–	0.04%	173
2023 Q4	$193K	Buy	+2,345	New	+$175K	0.04%	169

Other funds holding VLTO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jamison Private Wealth Management's VLTO Position: Q2 2026 in Review

Jamison Private Wealth Management held its Veralto (VLTO) position steady in Q2 2026 at 2,345 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #220.

Jamison Private Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $263K in Q3 2024. 971 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Jamison Private Wealth Management held 2,345 shares of Veralto worth $208K as of Q2 2026.
Jamison Private Wealth Management left its Veralto share count unchanged in Q2 2026.
Veralto made up 0.02% of Jamison Private Wealth Management's portfolio in Q2 2026, its #220 holding.
Jamison Private Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Jamison Private Wealth Management's Veralto position peaked at $263K in Q3 2024.
971 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.