Jones Financial Companies
VLTO icon

Jones Financial Companies’s Veralto VLTO Stock Holding History

Jones Financial Companies’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 		$8.8M Buy
98,108
+4,636
+5% +$403K ﹤0.01% 972
2026
Q1 		$7.95M Buy
93,472
+87,069
+1,360% +$8.28M ﹤0.01% 901
2025
Q4 		$639K Buy
6,403
+1,498
+31% +$152K ﹤0.01% 1409
2025
Q3 		$514K Buy
4,905
+173
+4% +$18.3K ﹤0.01% 1384
2025
Q2 		$478K Sell
4,732
-148
-3% -$14.3K ﹤0.01% 1288
2025
Q1 		$469K Buy
4,880
+411
+9% +$41K ﹤0.01% 1154
2024
Q4 		$455K Buy
4,469
+928
+26% +$98.9K ﹤0.01% 1030
2024
Q3 		$391K Buy
3,541
+2,008
+131% +$212K ﹤0.01% 912
2024
Q2 		$146K Buy
1,533
+1,362
+796% +$130K ﹤0.01% 920
2024
Q1 		$15.2K Buy
171
+83
+94% +$6.88K ﹤0.01% 968
2023
Q4 		$7.24K Buy
+88
New +$6.57K ﹤0.01% 718

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

Jones Financial Companies's VLTO Position: Q2 2026 in Review

Jones Financial Companies increased its Veralto (VLTO) stake by 5% in Q2 2026, buying an estimated $403K and bringing the position to 98,108 shares worth $8.8M. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Jones Financial Companies first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Jones Financial Companies held 98,108 shares of Veralto worth $8.8M as of Q2 2026.
  • Jones Financial Companies bought 4,636 Veralto shares in Q2 2026, an estimated $403K.
  • Veralto made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #972 holding.
  • Jones Financial Companies first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.