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Mowery & Schoenfeld Wealth Management’s Veralto VLTO Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-13
Closed -$1.3K – 487
2025
Q4 		$1.3K Buy
+13
New +$1.31K ﹤0.01% 433
2025
Q1 		– Sell
-30
Closed -$3.06K – 563
2024
Q4 		$3.06K Buy
+30
New +$3.2K 0.01% 355
2024
Q1 		– Sell
-12
Closed -$988 – 185
2023
Q4 		$988 Buy
+12
New +$896 ﹤0.01% 146

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VLTO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Veralto (VLTO) in Q1 2026, closing a stake of 13 shares — an estimated $1.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VLTO in Q4 2023 and held it in 3 quarters. The position peaked at $3.06K in Q4 2024. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 13 Veralto shares in Q1 2026, an estimated $1.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Veralto in Q4 2023 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Veralto position peaked at $3.06K in Q4 2024.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.