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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
Q2 		$763K Buy
8,603
+4,059
+89% +$353K 0.07% 226
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 $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

Marks Group Wealth Management's VLTO Position: Q2 2026 in Review

Marks Group Wealth Management increased its Veralto (VLTO) stake by 89% in Q2 2026, buying an estimated $353K and bringing the position to 8,603 shares worth $763K. The position accounts for 0.07% of the portfolio, ranked #226.

Marks Group Wealth Management first reported a position in VLTO in Q4 2025 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Marks Group Wealth Management held 8,603 shares of Veralto worth $763K as of Q2 2026.
  • Marks Group Wealth Management bought 4,059 Veralto shares in Q2 2026, an estimated $353K.
  • Veralto made up 0.07% of Marks Group Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Marks Group Wealth Management first reported a position in Veralto in Q4 2025 and has held it in 3 quarters since.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.