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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
Q2 		$1.2M Buy
13,505
+2,779
+26% +$241K 0.02% 901
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 $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 $3.37T AUM 44.26% 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

Summit Trail Advisors's VLTO Position: Q2 2026 in Review

Summit Trail Advisors increased its Veralto (VLTO) stake by 26% in Q2 2026, buying an estimated $241K and bringing the position to 13,505 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #901.

Summit Trail Advisors first reported a position in VLTO in Q2 2024 and has held it in 7 quarters since. 978 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Summit Trail Advisors held 13,505 shares of Veralto worth $1.2M as of Q2 2026.
  • Summit Trail Advisors bought 2,779 Veralto shares in Q2 2026, an estimated $241K.
  • Veralto made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #901 holding.
  • Summit Trail Advisors first reported a position in Veralto in Q2 2024 and has held it in 7 quarters since.
  • 978 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.