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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
Q1 		$388K Buy
+4,388
New +$417K 0.02% 185

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

Oxford Financial Group's VLTO Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Veralto (VLTO) in Q1 2026: 4,388 shares worth $388K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Oxford Financial Group held 4,388 shares of Veralto worth $388K as of Q1 2026.
  • Veralto was a new Oxford Financial Group position in Q1 2026.
  • Veralto made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #185 holding.
  • 1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.