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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
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 $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

SOA Wealth Advisors's VLTO Position: Q1 2026 in Review

SOA Wealth Advisors held its Veralto (VLTO) position steady in Q1 2026 at 26 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

SOA Wealth Advisors first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.6K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • SOA Wealth Advisors held 26 shares of Veralto worth $2.3K as of Q1 2026.
  • SOA Wealth Advisors left its Veralto share count unchanged in Q1 2026.
  • Veralto made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #702 holding.
  • SOA Wealth Advisors first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • SOA Wealth Advisors's Veralto position peaked at $10.6K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.