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SHP Wealth Management’s Veralto VLTO Stock Holding History

SHP Wealth Management’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 		$5.41K Sell
61
-7
-10% -$608 ﹤0.01% 1140
2026
Q1 		$6.01K Buy
68
+17
+33% +$1.62K ﹤0.01% 1026
2025
Q4 		$5.09K Buy
+51
New +$5.16K ﹤0.01% 980

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 $3.38T AUM 44.17% 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

SHP Wealth Management's VLTO Position: Q2 2026 in Review

SHP Wealth Management reduced its Veralto (VLTO) stake by 10% in Q2 2026, selling an estimated $608 and leaving 61 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

SHP Wealth Management first reported a position in VLTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.01K in Q1 2026. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • SHP Wealth Management held 61 shares of Veralto worth $5.41K as of Q2 2026.
  • SHP Wealth Management sold 7 Veralto shares in Q2 2026, an estimated $608.
  • Veralto made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1140 holding.
  • SHP Wealth Management first reported a position in Veralto in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Veralto position peaked at $6.01K in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.