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Phoenix Financial’s Veralto VLTO Stock Holding History

Phoenix Financial’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 		$239K Sell
2,698
-2,802
-51% -$243K ﹤0.01% 475
2026
Q1 		$486K Buy
5,500
+485
+10% +$46.1K ﹤0.01% 314
2025
Q4 		$500K Buy
5,015
+176
+4% +$17.8K 0.01% 302
2025
Q3 		$516K Buy
4,839
+212
+5% +$22.4K 0.01% 293
2025
Q2 		$467K Sell
4,627
-17
-0.4% -$1.64K 0.01% 293
2025
Q1 		$454K Buy
4,644
+132
+3% +$13.2K 0.01% 261
2024
Q4 		$460K Buy
4,512
+6
+0.1% +$639 0.01% 268
2024
Q3 		$505K Sell
4,506
-52,485
-92% -$5.55M 0.01% 250
2024
Q2 		$5.46M Buy
56,991
+3,102
+6% +$297K 0.08% 129
2024
Q1 		$4.78M Buy
53,889
+19,157
+55% +$1.59M 0.07% 142
2023
Q4 		$3.22M Buy
+34,732
New +$2.59M 0.05% 156

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 $3.38T AUM 44.17% 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

Phoenix Financial's VLTO Position: Q2 2026 in Review

Phoenix Financial reduced its Veralto (VLTO) stake by 51% in Q2 2026, selling an estimated $243K and leaving 2,698 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Phoenix Financial first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.46M in Q2 2024. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Phoenix Financial held 2,698 shares of Veralto worth $239K as of Q2 2026.
  • Phoenix Financial sold 2,802 Veralto shares in Q2 2026, an estimated $243K.
  • Veralto made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #475 holding.
  • Phoenix Financial first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Phoenix Financial's Veralto position peaked at $5.46M in Q2 2024.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

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