Physician Wealth Advisors
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Physician Wealth Advisors’s Veralto VLTO Stock Holding History

Physician Wealth 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
Q3 		$14.1K Buy
150
+8
+6% +$764 ﹤0.01% 804
2026
Q2 		$12.6K Buy
142
+98
+223% +$8.51K ﹤0.01% 811
2026
Q1 		$3.89K Sell
44
-10
-19% -$951 ﹤0.01% 1093
2025
Q4 		$5.39K Buy
54
+35
+184% +$3.54K ﹤0.01% 955
2025
Q3 		$2.03K Sell
19
-88
-82% -$9.28K ﹤0.01% 1216
2025
Q2 		$10.8K Buy
107
+7
+7% +$675 ﹤0.01% 632
2025
Q1 		$9.7K Hold
100
– – ﹤0.01% 615
2024
Q4 		$10.2K Buy
+100
New +$10.7K ﹤0.01% 627

Other funds holding VLTO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Defender Capital
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Physician Wealth Advisors's VLTO Position: Q3 2026 in Review

Physician Wealth Advisors increased its Veralto (VLTO) stake by 5.6% in Q3 2026, buying an estimated $764 and bringing the position to 150 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Physician Wealth Advisors first reported a position in VLTO in Q4 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Physician Wealth Advisors held 150 shares of Veralto worth $14.1K as of Q3 2026.
  • Physician Wealth Advisors bought 8 Veralto shares in Q3 2026, an estimated $764.
  • Veralto made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #804 holding.
  • Physician Wealth Advisors first reported a position in Veralto in Q4 2024 and has held it in 8 quarters since.
  • 228 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.