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
Q2 		$209K Sell
2,352
-1
-0% -$87 ﹤0.01% 1019
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 $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

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

Modern Wealth Management reduced its Veralto (VLTO) stake by 0.04% in Q2 2026, selling an estimated $87 and leaving 2,352 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Modern Wealth Management first reported a position in VLTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Modern Wealth Management held 2,352 shares of Veralto worth $209K as of Q2 2026.
  • Modern Wealth Management sold 1 Veralto share in Q2 2026, an estimated $87.
  • Veralto made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1019 holding.
  • Modern Wealth Management first reported a position in Veralto in Q2 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Veralto position peaked at $385K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.