Wealth Enhancement Advisory Services
VLTO icon

Wealth Enhancement Advisory Services’s Veralto VLTO Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.41M Sell
38,491
-31,119
-45% -$2.97M 0.01% 1330
2026
Q2 		$6.21M Buy
69,610
+2,966
+4% +$258K 0.01% 887
2026
Q1 		$5.87M Sell
66,644
-32,373
-33% -$3.08M 0.01% 830
2025
Q4 		$9.9M Sell
99,017
-1,954
-2% -$198K 0.01% 698
2025
Q3 		$10.6M Sell
100,971
-82,695
-45% -$8.72M 0.02% 638
2025
Q2 		$19.1M Buy
183,666
+110,121
+150% +$10.6M 0.03% 431
2025
Q1 		$7.17M Buy
73,545
+1,284
+2% +$128K 0.01% 705
2024
Q4 		$7.36M Buy
72,261
+2,064
+3% +$220K 0.01% 663
2024
Q3 		$7.85M Buy
70,197
+2,527
+4% +$267K 0.02% 593
2024
Q2 		$6.46M Buy
67,670
+37,721
+126% +$3.61M 0.02% 618
2024
Q1 		$2.66M Sell
29,949
-18,864
-39% -$1.56M 0.01% 851
2023
Q4 		$4.02M Buy
48,813
+44,161
+949% +$3.3M 0.01% 667
2023
Q3 		$393K Buy
+4,652
New +$387K ﹤0.01% 1576

Other funds holding VLTO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's VLTO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Veralto (VLTO) stake by 45% in Q3 2026, selling an estimated $2.97M and leaving 38,491 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #1330.

Wealth Enhancement Advisory Services first reported a position in VLTO in Q3 2023 and has held it in 13 quarters since. The position peaked at $19.1M in Q2 2025. 379 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 38,491 shares of Veralto worth $3.41M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 31,119 Veralto shares in Q3 2026, an estimated $2.97M.
  • Veralto made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1330 holding.
  • Wealth Enhancement Advisory Services first reported a position in Veralto in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Veralto position peaked at $19.1M in Q2 2025.
  • 379 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.