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Wilkerson Advisory Group’s Veralto VLTO Stock Holding History

Wilkerson Advisory Group’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 		$28.4K Sell
320
-78
-20% -$6.77K 0.01% 286
2026
Q1 		$35.2K Sell
398
-6,825
-94% -$649K 0.01% 241
2025
Q4 		$721K Buy
+7,223
New +$731K 0.25% 45

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's VLTO Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Veralto (VLTO) stake by 20% in Q2 2026, selling an estimated $6.77K and leaving 320 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #286.

Wilkerson Advisory Group first reported a position in VLTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q4 2025. 971 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Wilkerson Advisory Group held 320 shares of Veralto worth $28.4K as of Q2 2026.
  • Wilkerson Advisory Group sold 78 Veralto shares in Q2 2026, an estimated $6.77K.
  • Veralto made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #286 holding.
  • Wilkerson Advisory Group first reported a position in Veralto in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Veralto position peaked at $721K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.