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Sargent Investment Group’s Veralto VLTO Stock Holding History

Sargent Investment 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 		$822K Buy
9,301
+671
+8% +$63.8K 0.11% 122
2025
Q4 		$861K Buy
+8,630
New +$873K 0.11% 126
2025
Q3 		– Sell
-7,867
Closed -$846K – 229
2025
Q2 		$846K Buy
7,867
+1,238
+19% +$119K 0.11% 115
2025
Q1 		$646K Buy
+6,629
New +$662K 0.1% 124

Other funds holding VLTO

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sargent Investment Group's VLTO Position: Q1 2026 in Review

Sargent Investment Group increased its Veralto (VLTO) stake by 7.8% in Q1 2026, buying an estimated $63.8K and bringing the position to 9,301 shares worth $822K. The position accounts for 0.11% of the portfolio, ranked #122.

Sargent Investment Group first reported a position in VLTO in Q1 2025 and has held it in 4 quarters since. The position peaked at $861K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Sargent Investment Group held 9,301 shares of Veralto worth $822K as of Q1 2026.
  • Sargent Investment Group bought 671 Veralto shares in Q1 2026, an estimated $63.8K.
  • Veralto made up 0.11% of Sargent Investment Group's portfolio in Q1 2026, its #122 holding.
  • Sargent Investment Group first reported a position in Veralto in Q1 2025 and has held it in 4 quarters since.
  • Sargent Investment Group's Veralto position peaked at $861K in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.