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Summit Trail Advisors’s Veralto VLTO Stock Holding History

Summit Trail 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 		$948K Buy
10,726
+2,991
+39% +$284K 0.01% 956
2025
Q4 		$773K Buy
7,735
+1,099
+17% +$111K 0.01% 938
2025
Q3 		$708K Buy
+6,636
New +$700K 0.01% 979
2025
Q1 		– Sell
-2,655
Closed -$271K – 465
2024
Q4 		$271K Buy
2,655
+329
+14% +$35.1K 0.01% 312
2024
Q3 		$260K Buy
2,326
+171
+8% +$18.1K 0.01% 588
2024
Q2 		$206K Buy
+2,155
New +$206K 0.01% 588

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

Summit Trail Advisors's VLTO Position: Q1 2026 in Review

Summit Trail Advisors increased its Veralto (VLTO) stake by 39% in Q1 2026, buying an estimated $284K and bringing the position to 10,726 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #956.

Summit Trail Advisors first reported a position in VLTO in Q2 2024 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Summit Trail Advisors held 10,726 shares of Veralto worth $948K as of Q1 2026.
  • Summit Trail Advisors bought 2,991 Veralto shares in Q1 2026, an estimated $284K.
  • Veralto made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #956 holding.
  • Summit Trail Advisors first reported a position in Veralto in Q2 2024 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.