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Pinnacle Wealth Planning Services’s Veralto VLTO Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.8K Sell
437
-16
-4% -$1.39K ﹤0.01% 1449
2026
Q1 		$40.1K Sell
453
-752
-62% -$71.5K ﹤0.01% 1323
2025
Q4 		$120K Buy
+1,205
New +$122K 0.01% 685

Other funds holding VLTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's VLTO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Veralto (VLTO) stake by 3.5% in Q2 2026, selling an estimated $1.39K and leaving 437 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Pinnacle Wealth Planning Services first reported a position in VLTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $120K in Q4 2025. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 437 shares of Veralto worth $38.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 16 Veralto shares in Q2 2026, an estimated $1.39K.
  • Veralto made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1449 holding.
  • Pinnacle Wealth Planning Services first reported a position in Veralto in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Veralto position peaked at $120K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.