Oxford Financial Group’s Veralto VLTO Stock Holding History

Oxford Financial Group’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	–	Sell	-4,388	Closed	-$388K	–	319
2026 Q1	$388K	Buy	+4,388	New	+$417K	0.02%	185

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oxford Financial Group's VLTO Position: Q2 2026 in Review

Oxford Financial Group sold out of Veralto (VLTO) in Q2 2026, closing a stake of 4,388 shares — an estimated $388K sold.

Oxford Financial Group first reported a position in VLTO in Q1 2026 and held it in 1 quarter. The position peaked at $388K in Q1 2026. 981 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Oxford Financial Group reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 4,388 Veralto shares in Q2 2026, an estimated $388K.
Oxford Financial Group first reported a position in Veralto in Q1 2026 and held it in 1 quarter.
Oxford Financial Group's Veralto position peaked at $388K in Q1 2026.
981 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.