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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
Q2 		– Sell
-2,821
Closed -$249K – 192
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
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 Partners's VLTO Position: Q2 2026 in Review

Private Wealth Partners sold out of Veralto (VLTO) in Q2 2026, closing a stake of 2,821 shares — an estimated $249K sold.

Private Wealth Partners first reported a position in VLTO in Q4 2023 and held it in 10 quarters. The position peaked at $1.68M in Q4 2023. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Private Wealth Partners reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Partners sold 2,821 Veralto shares in Q2 2026, an estimated $249K.
  • Private Wealth Partners first reported a position in Veralto in Q4 2023 and held it in 10 quarters.
  • Private Wealth Partners's Veralto position peaked at $1.68M in Q4 2023.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.