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Perigon Wealth Management’s Veralto VLTO Stock Holding History

Perigon Wealth Management’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 		$726K Sell
8,186
-330
-4% -$28.7K 0.01% 711
2026
Q1 		$753K Sell
8,516
-5,472
-39% -$520K 0.01% 625
2025
Q4 		$1.4M Buy
13,988
+10,359
+285% +$1.05M 0.03% 450
2025
Q3 		$387K Buy
+3,629
New +$383K 0.01% 842

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

Perigon Wealth Management's VLTO Position: Q2 2026 in Review

Perigon Wealth Management reduced its Veralto (VLTO) stake by 3.9% in Q2 2026, selling an estimated $28.7K and leaving 8,186 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #711.

Perigon Wealth Management first reported a position in VLTO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q4 2025. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Perigon Wealth Management held 8,186 shares of Veralto worth $726K as of Q2 2026.
  • Perigon Wealth Management sold 330 Veralto shares in Q2 2026, an estimated $28.7K.
  • Veralto made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #711 holding.
  • Perigon Wealth Management first reported a position in Veralto in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Veralto position peaked at $1.4M in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

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