MGWM
VLTO icon

Marks Group Wealth Management’s Veralto VLTO Stock Holding History

Marks Group 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
Q1 		$402K Buy
4,544
+581
+15% +$55.2K 0.04% 266
2025
Q4 		$395K Buy
+3,963
New +$401K 0.04% 261

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

Marks Group Wealth Management's VLTO Position: Q1 2026 in Review

Marks Group Wealth Management increased its Veralto (VLTO) stake by 15% in Q1 2026, buying an estimated $55.2K and bringing the position to 4,544 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #266.

Marks Group Wealth Management 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.

  • Marks Group Wealth Management held 4,544 shares of Veralto worth $402K as of Q1 2026.
  • Marks Group Wealth Management bought 581 Veralto shares in Q1 2026, an estimated $55.2K.
  • Veralto made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #266 holding.
  • Marks Group Wealth Management 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 Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.