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Steward Partners Investment Advisory’s Veralto VLTO Stock Holding History

Steward Partners Investment Advisory’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 		$111K Sell
1,257
-1,316
-51% -$114K ﹤0.01% 2529
2026
Q1 		$227K Sell
2,573
-319
-11% -$30.3K ﹤0.01% 1948
2025
Q4 		$289K Sell
2,892
-112
-4% -$11.3K ﹤0.01% 1733
2025
Q3 		$320K Sell
3,004
-368
-11% -$38.8K ﹤0.01% 1624
2025
Q2 		$340K Sell
3,372
-262
-7% -$25.3K ﹤0.01% 1494
2025
Q1 		$354K Sell
3,634
-672
-16% -$67.1K ﹤0.01% 1360
2024
Q4 		$439K Buy
4,306
+761
+21% +$81.1K ﹤0.01% 1226
2024
Q3 		$396K Sell
3,545
-269
-7% -$28.4K ﹤0.01% 1207
2024
Q2 		$364K Buy
3,814
+404
+12% +$38.6K ﹤0.01% 1192
2024
Q1 		$302K Sell
3,410
-1,157
-25% -$95.9K ﹤0.01% 1253
2023
Q4 		$376K Buy
+4,567
New +$341K 0.01% 1123

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

Steward Partners Investment Advisory's VLTO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Veralto (VLTO) stake by 51% in Q2 2026, selling an estimated $114K and leaving 1,257 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Steward Partners Investment Advisory first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $439K in Q4 2024. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Steward Partners Investment Advisory held 1,257 shares of Veralto worth $111K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,316 Veralto shares in Q2 2026, an estimated $114K.
  • Veralto made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2529 holding.
  • Steward Partners Investment Advisory first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Veralto position peaked at $439K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.