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Pinnacle Wealth Management Advisory Group’s Veralto VLTO Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-2,124
Closed -$212K – 590
2025
Q4 		$212K Buy
+2,124
New +$215K 0.01% 496

Other funds holding VLTO

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VLTO Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,124 shares — an estimated $212K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VLTO in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,124 Veralto shares in Q1 2026, an estimated $212K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Veralto in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Veralto position peaked at $212K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.