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Private Wealth Management Group’s Veralto VLTO Stock Holding History

Private Wealth Management 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
Q2 		$10.3K Sell
116
-4
-3% -$347 ﹤0.01% 571
2026
Q1 		$10.6K Sell
120
-379
-76% -$36K ﹤0.01% 504
2025
Q4 		$49.8K Sell
499
-9
-2% -$910 0.01% 194
2025
Q3 		$54.2K Hold
508
– – 0.01% 185
2025
Q2 		$51.3K Buy
508
+49
+11% +$4.73K 0.02% 169
2025
Q1 		$44.7K Buy
459
+18
+4% +$1.8K 0.02% 180
2024
Q4 		$44.9K Hold
441
– – 0.02% 179
2024
Q3 		$49.3K Buy
441
+1
+0.2% +$106 0.02% 161
2024
Q2 		$42K Buy
440
+5
+1% +$478 0.02% 170
2024
Q1 		$38.6K Buy
435
+20
+5% +$1.66K 0.02% 188
2023
Q4 		$34.1K Buy
+415
New +$31K 0.02% 198

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

Private Wealth Management Group's VLTO Position: Q2 2026 in Review

Private Wealth Management Group reduced its Veralto (VLTO) stake by 3.3% in Q2 2026, selling an estimated $347 and leaving 116 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Private Wealth Management Group first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.2K in Q3 2025. 969 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Private Wealth Management Group held 116 shares of Veralto worth $10.3K as of Q2 2026.
  • Private Wealth Management Group sold 4 Veralto shares in Q2 2026, an estimated $347.
  • Veralto made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #571 holding.
  • Private Wealth Management Group first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Veralto position peaked at $54.2K in Q3 2025.
  • 969 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.