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Turning Point Benefit Group’s Veralto VLTO Stock Holding History

Turning Point Benefit Group’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 		– Sell
-32
Closed -$3.19K – 770
2025
Q4 		$3.19K Hold
32
– – ﹤0.01% 367
2025
Q3 		$3.39K Buy
+32
New +$3.38K ﹤0.01% 258

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

Turning Point Benefit Group's VLTO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Veralto (VLTO) in Q1 2026, closing a stake of 32 shares — an estimated $3.19K sold.

Turning Point Benefit Group first reported a position in VLTO in Q3 2025 and held it in 2 quarters. The position peaked at $3.39K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 32 Veralto shares in Q1 2026, an estimated $3.19K.
  • Turning Point Benefit Group first reported a position in Veralto in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Veralto position peaked at $3.39K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.