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Legacy Wealth Management (Idaho)’s Veralto VLTO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$3.36K Buy
38
+8
+27% +$760 ﹤0.01% 692
2025
Q4 		$2.99K Buy
+30
New +$3.03K ﹤0.01% 615

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

Legacy Wealth Management (Idaho)'s VLTO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Veralto (VLTO) stake by 27% in Q1 2026, buying an estimated $760 and bringing the position to 38 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Legacy Wealth Management (Idaho) first reported a position in VLTO in Q4 2025 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 38 shares of Veralto worth $3.36K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 8 Veralto shares in Q1 2026, an estimated $760.
  • Veralto made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #692 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Veralto in Q4 2025 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.