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Sowell Financial Services’s Veralto VLTO Stock Holding History

Sowell Financial Services’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 		– Sell
-2,176
Closed -$217K – 1192
2025
Q4 		$217K Sell
2,176
-241
-10% -$24.4K 0.01% 989
2025
Q3 		$258K Buy
2,417
+54
+2% +$5.7K 0.01% 875
2025
Q2 		$239K Sell
2,363
-58
-2% -$5.6K 0.01% 885
2025
Q1 		$236K Buy
+2,421
New +$242K 0.01% 866

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's VLTO Position: Q1 2026 in Review

Sowell Financial Services sold out of Veralto (VLTO) in Q1 2026, closing a stake of 2,176 shares — an estimated $217K sold.

Sowell Financial Services first reported a position in VLTO in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Sowell Financial Services reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,176 Veralto shares in Q1 2026, an estimated $217K.
  • Sowell Financial Services first reported a position in Veralto in Q1 2025 and held it in 4 quarters.
  • Sowell Financial Services's Veralto position peaked at $258K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.