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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

VLTO holding history

Veralto Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLTO overviewAll 13F holders of VLTOFull Q2 2026 holdings

Shares (Q2 2026)
2,808
Value
$249.1K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2023
Holdings of VLTO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,808$249.1K<0.1%+298+11.9%AddedHolders
Q1 20262,510$222.0K<0.1%−1,992−44.2%ReducedHolders
Q4 20254,502$449.3K<0.1%+1,787+65.8%AddedHolders
Q3 20252,715$289.5K<0.1%+2,715NewHolders
Q4 20240$00.0%−1,791−100.0%Sold outHolders
Q3 20241,791$200.3K<0.1%−327−15.4%ReducedHolders
Q2 20242,118$202.2K<0.1%+2,118NewHolders
Q1 20240$00.0%−3,345−100.0%Sold outHolders
Q4 20233,345$257.5K<0.1%+3,345NewHolders