OF
VLTO icon

Optimize Financial’s Veralto VLTO Stock Holding History

Optimize Financial’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 		$203K Sell
2,298
-125
-5% -$11.9K 0.1% 289
2025
Q4 		$242K Buy
2,423
+32
+1% +$3.24K 0.12% 304
2025
Q3 		$255K Buy
+2,391
New +$252K 0.13% 312

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

Optimize Financial's VLTO Position: Q1 2026 in Review

Optimize Financial reduced its Veralto (VLTO) stake by 5.2% in Q1 2026, selling an estimated $11.9K and leaving 2,298 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #289.

Optimize Financial first reported a position in VLTO in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Optimize Financial held 2,298 shares of Veralto worth $203K as of Q1 2026.
  • Optimize Financial sold 125 Veralto shares in Q1 2026, an estimated $11.9K.
  • Veralto made up 0.1% of Optimize Financial's portfolio in Q1 2026, its #289 holding.
  • Optimize Financial first reported a position in Veralto in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Veralto position peaked at $255K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.