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Pension & Wealth Management Advisors’s Veralto VLTO Stock Holding History

Pension & Wealth Management Advisors’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 		$31.1K Hold
351
– – 0.01% 370
2026
Q1 		$31.1K Hold
351
– – 0.01% 341
2025
Q4 		$35K Hold
351
– – 0.01% 344
2025
Q3 		$37.4K Hold
351
– – 0.01% 306
2025
Q2 		$35.4K Hold
351
– – 0.01% 297
2025
Q1 		$34.2K Hold
351
– – 0.01% 299
2024
Q4 		$35.8K Hold
351
– – 0.01% 292
2024
Q3 		$39.3K Hold
351
– – 0.02% 245
2024
Q2 		$33.5K Hold
351
– – 0.02% 232
2024
Q1 		$31.1K Hold
351
– – 0.02% 228
2023
Q4 		$28.9K Buy
+351
New +$26.2K 0.02% 216

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

Pension & Wealth Management Advisors's VLTO Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Veralto (VLTO) position steady in Q2 2026 at 351 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #370.

Pension & Wealth Management Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.3K in Q3 2024. 921 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Pension & Wealth Management Advisors held 351 shares of Veralto worth $31.1K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Veralto share count unchanged in Q2 2026.
  • Veralto made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #370 holding.
  • Pension & Wealth Management Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Pension & Wealth Management Advisors's Veralto position peaked at $39.3K in Q3 2024.
  • 921 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.