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
Q2 		$203K Sell
2,291
-7
-0.3% -$608 0.07% 283
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 $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

Optimize Financial's VLTO Position: Q2 2026 in Review

Optimize Financial reduced its Veralto (VLTO) stake by 0.3% in Q2 2026, selling an estimated $608 and leaving 2,291 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #283.

Optimize Financial first reported a position in VLTO in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q3 2025. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Optimize Financial held 2,291 shares of Veralto worth $203K as of Q2 2026.
  • Optimize Financial sold 7 Veralto shares in Q2 2026, an estimated $608.
  • Veralto made up 0.07% of Optimize Financial's portfolio in Q2 2026, its #283 holding.
  • Optimize Financial first reported a position in Veralto in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Veralto position peaked at $255K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.