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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Private Wealth Services's VLTO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Veralto (VLTO) stake by 7.7% in Q1 2026, selling an estimated $96.7K and leaving 12,273 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #796.

Kestra Private Wealth Services first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.18M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Kestra Private Wealth Services held 12,273 shares of Veralto worth $1.09M as of Q1 2026.
Kestra Private Wealth Services sold 1,017 Veralto shares in Q1 2026, an estimated $96.7K.
Veralto made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #796 holding.
Kestra Private Wealth Services first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
Kestra Private Wealth Services's Veralto position peaked at $2.18M in Q3 2025.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.