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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's VLTO Position: Q1 2026 in Review

Phoenix Financial increased its Veralto (VLTO) stake by 9.7% in Q1 2026, buying an estimated $46.1K and bringing the position to 5,500 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Phoenix Financial first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.46M in Q2 2024. 1,031 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Phoenix Financial held 5,500 shares of Veralto worth $486K as of Q1 2026.
Phoenix Financial bought 485 Veralto shares in Q1 2026, an estimated $46.1K.
Veralto made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #314 holding.
Phoenix Financial first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
Phoenix Financial's Veralto position peaked at $5.46M in Q2 2024.
1,031 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.