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WFA of San Diego’s Veralto VLTO Stock Holding History

WFA of San Diego’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
Q1 		$26.5K Hold
300
– – 0.02% 231
2025
Q4 		$29.9K Hold
300
– – 0.02% 239
2025
Q3 		$32K Sell
300
-450
-60% -$47.5K 0.02% 244
2025
Q2 		$75.7K Buy
+750
New +$72.4K 0.06% 165
2024
Q3 		$83.9K Hold
750
– – 0.07% 137
2024
Q2 		$71.6K Buy
+750
New +$71.7K 0.06% 147

Other funds holding VLTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFA of San Diego's VLTO Position: Q1 2026 in Review

WFA of San Diego held its Veralto (VLTO) position steady in Q1 2026 at 300 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #231.

WFA of San Diego first reported a position in VLTO in Q2 2024 and has held it in 6 quarters since. The position peaked at $83.9K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • WFA of San Diego held 300 shares of Veralto worth $26.5K as of Q1 2026.
  • WFA of San Diego left its Veralto share count unchanged in Q1 2026.
  • Veralto made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #231 holding.
  • WFA of San Diego first reported a position in Veralto in Q2 2024 and has held it in 6 quarters since.
  • WFA of San Diego's Veralto position peaked at $83.9K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.