Mission Wealth Management
VLTO icon

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
Q3 		$317K Sell
3,356
-660
-16% -$63K 0.01% 642
2026
Q2 		$356K Buy
4,016
+341
+9% +$29.6K ﹤0.01% 810
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Defender Capital
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Mission Wealth Management's VLTO Position: Q3 2026 in Review

Mission Wealth Management reduced its Veralto (VLTO) stake by 16% in Q3 2026, selling an estimated $63K and leaving 3,356 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #642.

Mission Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $389K in Q4 2025. 228 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Mission Wealth Management held 3,356 shares of Veralto worth $317K as of Q3 2026.
  • Mission Wealth Management sold 660 Veralto shares in Q3 2026, an estimated $63K.
  • Veralto made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #642 holding.
  • Mission Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 12 quarters since.
  • Mission Wealth Management's Veralto position peaked at $389K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.