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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
2026
Q1 		– Sell
-2,620
Closed -$261K – 2371
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's VLTO Position: Q1 2026 in Review

SageView Advisory Group sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,620 shares — an estimated $261K sold.

SageView Advisory Group first reported a position in VLTO in Q1 2024 and held it in 6 quarters. The position peaked at $317K in Q4 2024. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • SageView Advisory Group reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,620 Veralto shares in Q1 2026, an estimated $261K.
  • SageView Advisory Group first reported a position in Veralto in Q1 2024 and held it in 6 quarters.
  • SageView Advisory Group's Veralto position peaked at $317K in Q4 2024.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.