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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
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 $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 Planning Services's VLTO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Veralto (VLTO) stake by 62% in Q1 2026, selling an estimated $71.5K and leaving 453 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Pinnacle Wealth Planning Services first reported a position in VLTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $120K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 453 shares of Veralto worth $40.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 752 Veralto shares in Q1 2026, an estimated $71.5K.
  • Veralto made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1323 holding.
  • Pinnacle Wealth Planning Services first reported a position in Veralto in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Veralto position peaked at $120K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.