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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
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 		$9.74K 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 $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Physician Wealth Advisors's VLTO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Veralto (VLTO) stake by 223% in Q2 2026, buying an estimated $8.51K and bringing the position to 142 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Physician Wealth Advisors first reported a position in VLTO in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Physician Wealth Advisors held 142 shares of Veralto worth $12.6K as of Q2 2026.
  • Physician Wealth Advisors bought 98 Veralto shares in Q2 2026, an estimated $8.51K.
  • Veralto made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #811 holding.
  • Physician Wealth Advisors first reported a position in Veralto in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.