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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
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 $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

Steward Partners Investment Advisory's VLTO Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Veralto (VLTO) stake by 11% in Q1 2026, selling an estimated $30.3K and leaving 2,573 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Steward Partners Investment Advisory first reported a position in VLTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $439K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Steward Partners Investment Advisory held 2,573 shares of Veralto worth $227K as of Q1 2026.
  • Steward Partners Investment Advisory sold 319 Veralto shares in Q1 2026, an estimated $30.3K.
  • Veralto made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1948 holding.
  • Steward Partners Investment Advisory first reported a position in Veralto in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Veralto position peaked at $439K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.