MWM
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
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

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

Mission Wealth Management's VLTO Position: Q2 2026 in Review

Mission Wealth Management increased its Veralto (VLTO) stake by 9.3% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,016 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Mission Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $389K in Q4 2025. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Mission Wealth Management held 4,016 shares of Veralto worth $356K as of Q2 2026.
  • Mission Wealth Management bought 341 Veralto shares in Q2 2026, an estimated $29.6K.
  • Veralto made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #810 holding.
  • Mission Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Mission Wealth Management's Veralto position peaked at $389K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.