Key Financial Inc’s Veralto VLTO Stock Holding History

Key Financial Inc’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 Q3	$7.17K	Sell	76 -1	-1%	-$96	﹤0.01%	932
2026 Q2	$6.83K	Hold	77	–	–	﹤0.01%	959
2026 Q1	$6.81K	Hold	77	–	–	﹤0.01%	969
2025 Q4	$7.68K	Hold	77	–	–	﹤0.01%	945
2025 Q3	$8.16K	Hold	77	–	–	﹤0.01%	934
2025 Q2	$7.77K	Hold	77	–	–	﹤0.01%	924
2025 Q1	$7.5K	Sell	77 -17	-18%	-$1.7K	﹤0.01%	891
2024 Q4	$9.6K	Sell	94 -21	-18%	-$2.24K	﹤0.01%	823
2024 Q3	$12.9K	Hold	115	–	–	﹤0.01%	735
2024 Q2	$11K	Hold	115	–	–	﹤0.01%	749
2024 Q1	$10.2K	Hold	115	–	–	﹤0.01%	752
2023 Q4	$9.46K	Buy	+115	New	+$8.59K	﹤0.01%	753

Other funds holding VLTO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Financial Inc's VLTO Position: Q3 2026 in Review

Key Financial Inc reduced its Veralto (VLTO) stake by 1.3% in Q3 2026, selling an estimated $96 and leaving 76 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Key Financial Inc first reported a position in VLTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q3 2024. 584 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

Key Financial Inc held 76 shares of Veralto worth $7.17K as of Q3 2026.
Key Financial Inc sold 1 Veralto share in Q3 2026, an estimated $96.
Veralto made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #932 holding.
Key Financial Inc first reported a position in Veralto in Q4 2023 and has held it in 12 quarters since.
Key Financial Inc's Veralto position peaked at $12.9K in Q3 2024.
584 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.