Advisornet Financial’s Veralto VLTO Stock Holding History

Advisornet Financial’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	$10.4K	Sell	117 -13	-10%	-$1.24K	﹤0.01%	1531
2025 Q4	$13K	Sell	130 -25	-16%	-$2.53K	﹤0.01%	1464
2025 Q3	$16.5K	Hold	155	–	–	﹤0.01%	1365
2025 Q2	$15.7K	Buy	155 +10	+7%	+$965	﹤0.01%	1354
2025 Q1	$14.1K	Buy	145 +9	+7%	+$898	﹤0.01%	1312
2024 Q4	$13.9K	Sell	136 -20	-13%	-$2.13K	﹤0.01%	1236
2024 Q3	$17.5K	Buy	156 +40	+34%	+$4.23K	﹤0.01%	1254
2024 Q2	$11.1K	Sell	116 -53	-31%	-$5.07K	﹤0.01%	1282
2024 Q1	$15K	Sell	169 -41	-20%	-$3.4K	﹤0.01%	1164
2023 Q4	$17.3K	Buy	+210	New	+$15.7K	﹤0.01%	1132

Other funds holding VLTO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return