Pinnacle Associates’s Veralto VLTO Stock Holding History

Pinnacle Associates’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	–	Sell	-2,411	Closed	-$241K	–	993
2025 Q4	$241K	Buy	+2,411	New	+$244K	﹤0.01%	853
2025 Q1	–	Sell	-5,170	Closed	-$527K	–	865
2024 Q4	$527K	Sell	5,170 -2,379	-32%	-$253K	0.01%	594
2024 Q3	$621K	Buy	7,549 +1,072	+17%	+$113K	0.01%	536
2024 Q2	$618K	Sell	6,477 -62	-0.9%	-$5.93K	0.01%	548
2024 Q1	$580K	Sell	6,539 -1,010	-13%	-$83.8K	0.01%	560
2023 Q4	$621K	Buy	+7,549	New	+$564K	0.01%	545

Other funds holding VLTO

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Pinnacle Associates's VLTO Position: Q1 2026 in Review

Pinnacle Associates sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,411 shares — an estimated $241K sold.

Pinnacle Associates first reported a position in VLTO in Q4 2023 and held it in 6 quarters. The position peaked at $621K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Pinnacle Associates reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
Pinnacle Associates sold 2,411 Veralto shares in Q1 2026, an estimated $241K.
Pinnacle Associates first reported a position in Veralto in Q4 2023 and held it in 6 quarters.
Pinnacle Associates's Veralto position peaked at $621K in Q3 2024.
1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.