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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
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 $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

Perigon Wealth Management's VLTO Position: Q1 2026 in Review

Perigon Wealth Management reduced its Veralto (VLTO) stake by 39% in Q1 2026, selling an estimated $520K and leaving 8,516 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #625.

Perigon Wealth Management first reported a position in VLTO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Perigon Wealth Management held 8,516 shares of Veralto worth $753K as of Q1 2026.
  • Perigon Wealth Management sold 5,472 Veralto shares in Q1 2026, an estimated $520K.
  • Veralto made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #625 holding.
  • Perigon Wealth Management first reported a position in Veralto in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Veralto position peaked at $1.4M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.