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SOA Wealth Advisors’s Veralto VLTO Stock Holding History

SOA Wealth Advisors’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 		$2.31K Hold
26
– – ﹤0.01% 762
2026
Q1 		$2.3K Hold
26
– – ﹤0.01% 702
2025
Q4 		$2.59K Hold
26
– – ﹤0.01% 700
2025
Q3 		$2.77K Hold
26
– – ﹤0.01% 711
2025
Q2 		$2.63K Sell
26
-29
-53% -$2.8K ﹤0.01% 694
2025
Q1 		$5.36K Hold
55
– – ﹤0.01% 627
2024
Q4 		$5.6K Hold
55
– – ﹤0.01% 606
2024
Q3 		$6.15K Hold
55
– – ﹤0.01% 589
2024
Q2 		$5.25K Sell
55
-64
-54% -$6.12K ﹤0.01% 602
2024
Q1 		$10.6K Hold
119
– – ﹤0.01% 534
2023
Q4 		$9.79K Buy
+119
New +$8.88K ﹤0.01% 527

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

SOA Wealth Advisors's VLTO Position: Q2 2026 in Review

SOA Wealth Advisors held its Veralto (VLTO) position steady in Q2 2026 at 26 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

SOA Wealth Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6K in Q1 2024. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • SOA Wealth Advisors held 26 shares of Veralto worth $2.31K as of Q2 2026.
  • SOA Wealth Advisors left its Veralto share count unchanged in Q2 2026.
  • Veralto made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #762 holding.
  • SOA Wealth Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • SOA Wealth Advisors's Veralto position peaked at $10.6K in Q1 2024.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.