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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
Q2 		$1.01M Buy
11,347
+2,046
+22% +$178K 0.12% 125
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 $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

Sargent Investment Group's VLTO Position: Q2 2026 in Review

Sargent Investment Group increased its Veralto (VLTO) stake by 22% in Q2 2026, buying an estimated $178K and bringing the position to 11,347 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #125.

Sargent Investment Group first reported a position in VLTO in Q1 2025 and has held it in 5 quarters since. 981 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Sargent Investment Group held 11,347 shares of Veralto worth $1.01M as of Q2 2026.
  • Sargent Investment Group bought 2,046 Veralto shares in Q2 2026, an estimated $178K.
  • Veralto made up 0.12% of Sargent Investment Group's portfolio in Q2 2026, its #125 holding.
  • Sargent Investment Group first reported a position in Veralto in Q1 2025 and has held it in 5 quarters since.
  • 981 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.