LWM
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Lodestone Wealth Management’s Veralto VLTO Stock Holding History

Lodestone Wealth Management’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 		$3.9K Hold
44
– – ﹤0.01% 624
2026
Q1 		$3.89K Hold
44
– – ﹤0.01% 610
2025
Q4 		$4.39K Buy
+44
New +$4.45K ﹤0.01% 600

Other funds holding VLTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lodestone Wealth Management's VLTO Position: Q2 2026 in Review

Lodestone Wealth Management held its Veralto (VLTO) position steady in Q2 2026 at 44 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Lodestone Wealth Management first reported a position in VLTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.39K in Q4 2025. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Lodestone Wealth Management held 44 shares of Veralto worth $3.9K as of Q2 2026.
  • Lodestone Wealth Management left its Veralto share count unchanged in Q2 2026.
  • Veralto made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Lodestone Wealth Management first reported a position in Veralto in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Veralto position peaked at $4.39K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.