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SageView Advisory Group’s Veralto VLTO Stock Holding History

SageView Advisory 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
2025
Q4 		$261K Sell
2,620
-262
-9% -$26.5K 0.01% 518
2025
Q3 		$307K Buy
2,882
+61
+2% +$6.44K 0.01% 507
2025
Q2 		$291K Sell
2,821
-111
-4% -$10.7K 0.01% 502
2025
Q1 		$286K Sell
2,932
-176
-6% -$17.6K 0.01% 483
2024
Q4 		$317K Buy
+3,108
New +$331K 0.01% 447
2024
Q2 		– Sell
-515
Closed -$270K – 789
2024
Q1 		$270K Buy
+515
New +$42.7K 0.01% 439

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SageView Advisory Group's VLTO Position: Q4 2025 in Review

SageView Advisory Group reduced its Veralto (VLTO) stake by 9.1% in Q4 2025, selling an estimated $26.5K and leaving 2,620 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #518.

SageView Advisory Group first reported a position in VLTO in Q1 2024 and has held it in 6 quarters since. The position peaked at $317K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

  • SageView Advisory Group held 2,620 shares of Veralto worth $261K as of Q4 2025.
  • SageView Advisory Group sold 262 Veralto shares in Q4 2025, an estimated $26.5K.
  • Veralto made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #518 holding.
  • SageView Advisory Group first reported a position in Veralto in Q1 2024 and has held it in 6 quarters since.
  • SageView Advisory Group's Veralto position peaked at $317K in Q4 2024.
  • 1,097 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.