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Journey Strategic Wealth’s Veralto VLTO Stock Holding History

Journey Strategic Wealth’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 		– Sell
-2,223
Closed -$222K – 884
2025
Q4 		$222K Sell
2,223
-997
-31% -$101K 0.01% 667
2025
Q3 		$343K Buy
+3,220
New +$340K 0.01% 421

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

Journey Strategic Wealth's VLTO Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,223 shares — an estimated $222K sold.

Journey Strategic Wealth first reported a position in VLTO in Q3 2025 and held it in 2 quarters. The position peaked at $343K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,223 Veralto shares in Q1 2026, an estimated $222K.
  • Journey Strategic Wealth first reported a position in Veralto in Q3 2025 and held it in 2 quarters.
  • Journey Strategic Wealth's Veralto position peaked at $343K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.