Mission Wealth Management’s Veralto VLTO Stock Holding History

Mission 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	$325K	Sell	3,675 -221	-6%	-$21K	0.01%	592
2025 Q4	$389K	Buy	3,896 +580	+17%	+$58.7K	0.01%	552
2025 Q3	$354K	Sell	3,316 -79	-2%	-$8.34K	0.01%	568
2025 Q2	$343K	Buy	3,395 +2	+0.1%	+$193	0.01%	558
2025 Q1	$331K	Buy	3,393 +14	+0.4%	+$1.4K	0.01%	540
2024 Q4	$344K	Sell	3,379 -68	-2%	-$7.25K	0.01%	523
2024 Q3	$386K	Sell	3,447 -56	-2%	-$5.92K	0.01%	488
2024 Q2	$334K	Sell	3,503 -97	-3%	-$9.28K	0.01%	510
2024 Q1	$319K	Buy	3,600 +30	+0.8%	+$2.49K	0.01%	537
2023 Q4	$294K	Buy	+3,570	New	+$267K	0.01%	472

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

Mission Wealth Management's VLTO Position: Q1 2026 in Review

Mission Wealth Management reduced its Veralto (VLTO) stake by 5.7% in Q1 2026, selling an estimated $21K and leaving 3,675 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #592.

Mission Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $389K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Mission Wealth Management held 3,675 shares of Veralto worth $325K as of Q1 2026.
Mission Wealth Management sold 221 Veralto shares in Q1 2026, an estimated $21K.
Veralto made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #592 holding.
Mission Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
Mission Wealth Management's Veralto position peaked at $389K in Q4 2025.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.