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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
Q3 		$277K Buy
2,940
+189
+7% +$18.1K 0.01% 662
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Valeo Financial Advisors's VLTO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Veralto (VLTO) stake by 6.9% in Q3 2026, buying an estimated $18.1K and bringing the position to 2,940 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #662.

Valeo Financial Advisors first reported a position in VLTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $370K in Q3 2024. 43 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Valeo Financial Advisors held 2,940 shares of Veralto worth $277K as of Q3 2026.
  • Valeo Financial Advisors bought 189 Veralto shares in Q3 2026, an estimated $18.1K.
  • Veralto made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #662 holding.
  • Valeo Financial Advisors first reported a position in Veralto in Q4 2023 and has held it in 12 quarters since.
  • Valeo Financial Advisors's Veralto position peaked at $370K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.