Midwest Trust’s Veralto VLTO Stock Holding History

Midwest Trust’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	-2,042	Closed	-$204K	–	620
2025 Q4	$204K	Sell	2,042 -53	-3%	-$5.36K	﹤0.01%	582
2025 Q3	$223K	Sell	2,095 -53	-2%	-$5.59K	﹤0.01%	559
2025 Q2	$217K	Buy	+2,148	New	+$207K	﹤0.01%	570

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

Midwest Trust's VLTO Position: Q1 2026 in Review

Midwest Trust sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,042 shares — an estimated $204K sold.

Midwest Trust first reported a position in VLTO in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Midwest Trust reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
Midwest Trust sold 2,042 Veralto shares in Q1 2026, an estimated $204K.
Midwest Trust first reported a position in Veralto in Q2 2025 and held it in 3 quarters.
Midwest Trust's Veralto position peaked at $223K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.