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Twin Peaks Wealth Advisors’s Veralto VLTO Stock Holding History

Twin Peaks Wealth 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 		$13.4K Buy
+151
New +$14.4K ﹤0.01% 909
2025
Q3 		– Sell
-77
Closed -$8.38K – 2059
2025
Q2 		$8.38K Buy
+77
New +$7.43K ﹤0.01% 1035

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

Twin Peaks Wealth Advisors's VLTO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Veralto (VLTO) in Q1 2026: 151 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VLTO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VLTO in Q2 2025 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 151 shares of Veralto worth $13.4K as of Q1 2026.
  • Veralto was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Veralto made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #909 holding.
  • Twin Peaks Wealth Advisors first reported a position in Veralto in Q2 2025 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.