Kestra Private Wealth Services’s Veralto VLTO Stock Holding History

Kestra Private Wealth Services’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	$1.01M	Sell	11,350 -923	-8%	-$80.2K	0.01%	897
2026 Q1	$1.09M	Sell	12,273 -1,017	-8%	-$96.7K	0.01%	796
2025 Q4	$1.33M	Sell	13,290 -7,135	-35%	-$722K	0.02%	685
2025 Q3	$2.18M	Buy	20,425 +8,532	+72%	+$900K	0.03%	498
2025 Q2	$1.2M	Sell	11,893 -1,022	-8%	-$98.6K	0.02%	670
2025 Q1	$1.26M	Buy	12,915 +634	+5%	+$63.3K	0.02%	597
2024 Q4	$1.25M	Buy	12,281 +2,271	+23%	+$242K	0.02%	566
2024 Q3	$1.12M	Buy	10,010 +7,013	+234%	+$741K	0.02%	581
2024 Q2	$286K	Sell	2,997 -636	-18%	-$60.8K	0.01%	1068
2024 Q1	$322K	Sell	3,633 -1,084	-23%	-$89.9K	0.01%	985
2023 Q4	$388K	Buy	+4,717	New	+$352K	0.01%	837

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's VLTO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Veralto (VLTO) stake by 7.5% in Q2 2026, selling an estimated $80.2K and leaving 11,350 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #897.

Kestra Private Wealth Services first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q3 2025. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Kestra Private Wealth Services held 11,350 shares of Veralto worth $1.01M as of Q2 2026.
Kestra Private Wealth Services sold 923 Veralto shares in Q2 2026, an estimated $80.2K.
Veralto made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #897 holding.
Kestra Private Wealth Services first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's Veralto position peaked at $2.18M in Q3 2025.
987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.