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Sun Financial’s Veralto VLTO Stock Holding History

Sun Financial’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 		$258K Sell
2,660
-180
-6% -$15.6K 0.12% 145
2026
Q1 		$242K Buy
2,840
+15
+0.5% +$1.43K 0.12% 151
2025
Q4 		$282K Buy
+2,825
New +$286K 0.16% 137

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

Sun Financial's VLTO Position: Q2 2026 in Review

Sun Financial reduced its Veralto (VLTO) stake by 6.3% in Q2 2026, selling an estimated $15.6K and leaving 2,660 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #145.

Sun Financial first reported a position in VLTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 985 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Sun Financial held 2,660 shares of Veralto worth $258K as of Q2 2026.
  • Sun Financial sold 180 Veralto shares in Q2 2026, an estimated $15.6K.
  • Veralto made up 0.12% of Sun Financial's portfolio in Q2 2026, its #145 holding.
  • Sun Financial first reported a position in Veralto in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Veralto position peaked at $282K in Q4 2025.
  • 985 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.