VFA
VLTO icon

Valeo Financial Advisors’s Veralto VLTO Stock Holding History

Valeo Financial 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 		$244K Buy
2,751
+131
+5% +$11.4K 0.01% 692
2026
Q1 		$232K Sell
2,620
-404
-13% -$38.4K 0.01% 644
2025
Q4 		$302K Sell
3,024
-193
-6% -$19.5K 0.01% 623
2025
Q3 		$343K Buy
3,217
+194
+6% +$20.5K 0.01% 567
2025
Q2 		$305K Buy
3,023
+15
+0.5% +$1.45K 0.01% 575
2025
Q1 		$293K Sell
3,008
-301
-9% -$30K 0.01% 537
2024
Q4 		$337K Sell
3,309
-1
-0% -$107 0.01% 508
2024
Q3 		$370K Sell
3,310
-223
-6% -$23.6K 0.01% 483
2024
Q2 		$337K Buy
3,533
+168
+5% +$16.1K 0.01% 485
2024
Q1 		$311K Sell
3,365
-192
-5% -$15.9K 0.01% 493
2023
Q4 		$293K Buy
+3,557
New +$266K 0.01% 495

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

Valeo Financial Advisors's VLTO Position: Q2 2026 in Review

Valeo Financial Advisors increased its Veralto (VLTO) stake by 5% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,751 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #692.

Valeo Financial Advisors first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $370K in Q3 2024. 971 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Valeo Financial Advisors held 2,751 shares of Veralto worth $244K as of Q2 2026.
  • Valeo Financial Advisors bought 131 Veralto shares in Q2 2026, an estimated $11.4K.
  • Veralto made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #692 holding.
  • Valeo Financial Advisors first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Valeo Financial Advisors's Veralto position peaked at $370K in Q3 2024.
  • 971 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.