Krilogy Financial’s Veralto VLTO Stock Holding History

Krilogy Financial’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	-7,379	Closed	-$752K	–	1058
2025 Q4	$752K	Buy	7,379 +496	+7%	+$50.2K	0.03%	424
2025 Q3	$688K	Buy	+6,883	New	+$726K	0.03%	431

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

Krilogy Financial's VLTO Position: Q1 2026 in Review

Krilogy Financial sold out of Veralto (VLTO) in Q1 2026, closing a stake of 7,379 shares — an estimated $752K sold.

Krilogy Financial first reported a position in VLTO in Q3 2025 and held it in 2 quarters. The position peaked at $752K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Krilogy Financial reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 7,379 Veralto shares in Q1 2026, an estimated $752K.
Krilogy Financial first reported a position in Veralto in Q3 2025 and held it in 2 quarters.
Krilogy Financial's Veralto position peaked at $752K in Q4 2025.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.