Wendell David Associates’s Veralto VLTO Stock Holding History

Wendell David Associates’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	$856K	Sell	9,073 -1,785	-16%	-$171K	0.09%	99
2026 Q2	$963K	Sell	10,858 -394	-4%	-$34.2K	0.1%	94
2026 Q1	$995K	Sell	11,252 -327	-3%	-$31.1K	0.11%	91
2025 Q4	$1.16M	Sell	11,579 -157	-1%	-$15.9K	0.12%	89
2025 Q3	$1.25M	Sell	11,736 -29	-0.2%	-$3.06K	0.12%	81
2025 Q2	$1.19M	Sell	11,765 -104	-0.9%	-$10K	0.12%	82
2025 Q1	$1.16M	Sell	11,869 -190	-2%	-$19K	0.12%	88
2024 Q4	$1.23M	Sell	12,059 -760	-6%	-$81K	0.12%	85
2024 Q3	$1.43M	Sell	12,819 -892	-7%	-$94.3K	0.14%	80
2024 Q2	$1.31M	Sell	13,711 -800	-6%	-$76.5K	0.13%	79
2024 Q1	$1.29M	Sell	14,511 -8,044	-36%	-$667K	0.13%	79
2023 Q4	$1.86M	Buy	+22,555	New	+$1.68M	0.2%	76

Other funds holding VLTO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Wendell David Associates's VLTO Position: Q3 2026 in Review

Wendell David Associates reduced its Veralto (VLTO) stake by 16% in Q3 2026, selling an estimated $171K and leaving 9,073 shares worth $856K. The position accounts for 0.09% of the portfolio, ranked #99.

Wendell David Associates first reported a position in VLTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q4 2023. 739 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

Wendell David Associates held 9,073 shares of Veralto worth $856K as of Q3 2026.
Wendell David Associates sold 1,785 Veralto shares in Q3 2026, an estimated $171K.
Veralto made up 0.09% of Wendell David Associates's portfolio in Q3 2026, its #99 holding.
Wendell David Associates first reported a position in Veralto in Q4 2023 and has held it in 12 quarters since.
Wendell David Associates's Veralto position peaked at $1.86M in Q4 2023.
739 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Wendell David Associates's 13F filing for Q3 2026, filed 27 Oct 2026.