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JFS Wealth Advisors’s Veralto VLTO Stock Holding History

JFS Wealth Advisors’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 		$6.83K Buy
77
+3
+4% +$261 ﹤0.01% 1161
2026
Q1 		$6.55K Buy
74
+5
+7% +$475 ﹤0.01% 1103
2025
Q4 		$6.89K Buy
69
+36
+109% +$3.64K ﹤0.01% 1118
2025
Q3 		$3.52K Sell
33
-39
-54% -$4.12K ﹤0.01% 1252
2025
Q2 		$7.27K Sell
72
-2
-3% -$193 ﹤0.01% 960
2025
Q1 		$7.21K Buy
74
+3
+4% +$299 ﹤0.01% 990
2024
Q4 		$7.23K Hold
71
– – ﹤0.01% 972
2024
Q3 		$7.94K Hold
71
– – ﹤0.01% 938
2024
Q2 		$6.78K Sell
71
-2
-3% -$191 ﹤0.01% 934
2024
Q1 		$6.47K Sell
73
-2
-3% -$166 ﹤0.01% 998
2023
Q4 		$6.17K Buy
+75
New +$5.6K ﹤0.01% 970

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

JFS Wealth Advisors's VLTO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Veralto (VLTO) stake by 4.1% in Q2 2026, buying an estimated $261 and bringing the position to 77 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

JFS Wealth Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.94K in Q3 2024. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • JFS Wealth Advisors held 77 shares of Veralto worth $6.83K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Veralto shares in Q2 2026, an estimated $261.
  • Veralto made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1161 holding.
  • JFS Wealth Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • JFS Wealth Advisors's Veralto position peaked at $7.94K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.