Moneta Group Investment Advisors’s Veralto VLTO Stock Holding History

Moneta Group Investment Advisors’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	$291K	Buy	3,293 +97	+3%	+$9.22K	﹤0.01%	636
2025 Q4	$319K	Buy	3,196 +9	+0.3%	+$910	﹤0.01%	617
2025 Q3	$340K	Sell	3,187 -276	-8%	-$29.1K	﹤0.01%	588
2025 Q2	$350K	Buy	3,463 +319	+10%	+$30.8K	﹤0.01%	523
2025 Q1	$306K	Sell	3,144 -466	-13%	-$46.5K	﹤0.01%	523
2024 Q4	$368K	Buy	3,610 +730	+25%	+$77.8K	0.01%	489
2024 Q3	$322K	Sell	2,880 -21	-0.7%	-$2.22K	﹤0.01%	501
2024 Q2	$277K	Sell	2,901 -10	-0.3%	-$956	﹤0.01%	509
2024 Q1	$258K	Sell	2,911 -1,409	-33%	-$117K	﹤0.01%	526
2023 Q4	$355K	Buy	+4,320	New	+$323K	0.01%	404

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

Moneta Group Investment Advisors's VLTO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Veralto (VLTO) stake by 3% in Q1 2026, buying an estimated $9.22K and bringing the position to 3,293 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Moneta Group Investment Advisors first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Moneta Group Investment Advisors held 3,293 shares of Veralto worth $291K as of Q1 2026.
Moneta Group Investment Advisors bought 97 Veralto shares in Q1 2026, an estimated $9.22K.
Veralto made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #636 holding.
Moneta Group Investment Advisors first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Veralto position peaked at $368K in Q4 2024.
1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.