Private Wealth Partners’s Veralto VLTO Stock Holding History

Private Wealth Partners’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	$249K	Hold	2,821	–	–	0.02%	153
2025 Q4	$281K	Sell	2,821 -2,499	-47%	-$253K	0.02%	146
2025 Q3	$567K	Sell	5,320 -42	-0.8%	-$4.43K	0.04%	119
2025 Q2	$541K	Sell	5,362 -1,833	-25%	-$177K	0.04%	124
2025 Q1	$701K	Sell	7,195 -846	-11%	-$84.5K	0.06%	108
2024 Q4	$819K	Sell	8,041 -725	-8%	-$77.3K	0.06%	100
2024 Q3	$981K	Hold	8,766	–	–	0.08%	92
2024 Q2	$837K	Buy	8,766 +42	+0.5%	+$4.02K	0.06%	95
2024 Q1	$773K	Sell	8,724 -11,645	-57%	-$966K	0.06%	90
2023 Q4	$1.68M	Buy	+20,369	New	+$1.52M	0.14%	64

Other funds holding VLTO

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Wealth Partners's VLTO Position: Q1 2026 in Review

Private Wealth Partners held its Veralto (VLTO) position steady in Q1 2026 at 2,821 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #153.

Private Wealth Partners first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2023. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

Private Wealth Partners held 2,821 shares of Veralto worth $249K as of Q1 2026.
Private Wealth Partners left its Veralto share count unchanged in Q1 2026.
Veralto made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #153 holding.
Private Wealth Partners first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
Private Wealth Partners's Veralto position peaked at $1.68M in Q4 2023.
1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.