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Waverly Advisors’s Veralto VLTO Stock Holding History

Waverly 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 		$3.64M Sell
41,065
-1,818
-4% -$158K 0.02% 539
2026
Q1 		$3.79M Sell
42,883
-1,116
-3% -$106K 0.03% 477
2025
Q4 		$4.39M Buy
43,999
+2,919
+7% +$295K 0.04% 401
2025
Q3 		$4.38M Buy
41,080
+3,634
+10% +$383K 0.04% 341
2025
Q2 		$3.78M Buy
37,446
+3,670
+11% +$354K 0.04% 358
2025
Q1 		$3.29M Buy
+33,776
New +$3.37M 0.04% 370

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

Waverly Advisors's VLTO Position: Q2 2026 in Review

Waverly Advisors reduced its Veralto (VLTO) stake by 4.2% in Q2 2026, selling an estimated $158K and leaving 41,065 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #539.

Waverly Advisors first reported a position in VLTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.39M in Q4 2025. 987 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Waverly Advisors held 41,065 shares of Veralto worth $3.64M as of Q2 2026.
  • Waverly Advisors sold 1,818 Veralto shares in Q2 2026, an estimated $158K.
  • Veralto made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #539 holding.
  • Waverly Advisors first reported a position in Veralto in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Veralto position peaked at $4.39M in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.