AFS
VLTO icon

Annapolis Financial Services’s Veralto VLTO Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$9.62K Buy
86
+11
+15% +$1.16K ﹤0.01% 288
2024
Q2 		$7.16K Hold
75
– – ﹤0.01% 298
2024
Q1 		$6.65K Buy
75
+28
+60% +$2.32K ﹤0.01% 300
2023
Q4 		$3.87K Buy
+47
New +$3.51K ﹤0.01% 407

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annapolis Financial Services's VLTO Position: Q3 2024 in Review

Annapolis Financial Services increased its Veralto (VLTO) stake by 15% in Q3 2024, buying an estimated $1.16K and bringing the position to 86 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Annapolis Financial Services first reported a position in VLTO in Q4 2023 and has held it in 4 quarters since. 1,047 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

  • Annapolis Financial Services held 86 shares of Veralto worth $9.62K as of Q3 2024.
  • Annapolis Financial Services bought 11 Veralto shares in Q3 2024, an estimated $1.16K.
  • Veralto made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #288 holding.
  • Annapolis Financial Services first reported a position in Veralto in Q4 2023 and has held it in 4 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.