MWM
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Modern Wealth Management’s Veralto VLTO Stock Holding History

Modern 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 		$207K Sell
2,353
-1,504
-39% -$143K ﹤0.01% 835
2025
Q4 		$385K Buy
3,857
+1,008
+35% +$102K 0.01% 606
2025
Q3 		$304K Buy
2,849
+460
+19% +$48.5K 0.01% 640
2025
Q2 		$241K Buy
+2,389
New +$230K 0.01% 681

Other funds holding VLTO

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Modern Wealth Management reduced its Veralto (VLTO) stake by 39% in Q1 2026, selling an estimated $143K and leaving 2,353 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Modern Wealth Management first reported a position in VLTO in Q2 2025 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Modern Wealth Management held 2,353 shares of Veralto worth $207K as of Q1 2026.
  • Modern Wealth Management sold 1,504 Veralto shares in Q1 2026, an estimated $143K.
  • Veralto made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #835 holding.
  • Modern Wealth Management first reported a position in Veralto in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Veralto position peaked at $385K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.