Principia Wealth Advisory’s Veralto VLTO Stock Holding History

Principia Wealth Advisory’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	$1.51K	Buy	17 +5	+42%	+$434	﹤0.01%	672
2026 Q1	$1.06K	Hold	12	–	–	﹤0.01%	696
2025 Q4	$1.2K	Buy	12 +2	+20%	+$202	﹤0.01%	616
2025 Q3	$1.07K	Buy	10 +2	+25%	+$211	﹤0.01%	623
2025 Q2	$808	Buy	8 +3	+60%	+$289	﹤0.01%	627
2025 Q1	$456	Buy	5 +2	+67%	+$200	﹤0.01%	600
2024 Q4	$306	Buy	+3	New	+$320	﹤0.01%	667

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principia Wealth Advisory's VLTO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Veralto (VLTO) stake by 42% in Q2 2026, buying an estimated $434 and bringing the position to 17 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Principia Wealth Advisory first reported a position in VLTO in Q4 2024 and has held it in 7 quarters since. 976 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Principia Wealth Advisory held 17 shares of Veralto worth $1.51K as of Q2 2026.
Principia Wealth Advisory bought 5 Veralto shares in Q2 2026, an estimated $434.
Veralto made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #672 holding.
Principia Wealth Advisory first reported a position in Veralto in Q4 2024 and has held it in 7 quarters since.
976 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.