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Atria Wealth Solutions’s Veralto VLTO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$283K Sell
2,806
-4,123
-60% -$398K 0.01% 1187
2025
Q1 		$675K Buy
6,929
+1,590
+30% +$159K 0.01% 1049
2024
Q4 		$544K Buy
5,339
+1,101
+26% +$117K 0.01% 1232
2024
Q3 		$474K Buy
4,238
+1,972
+87% +$208K 0.01% 1274
2024
Q2 		$216K Sell
2,266
-268
-11% -$25.6K ﹤0.01% 1718
2024
Q1 		$225K Sell
2,534
-13
-0.5% -$1.08K ﹤0.01% 1743
2023
Q4 		$210K Buy
+2,547
New +$190K ﹤0.01% 1747

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Atria Wealth Solutions's VLTO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Veralto (VLTO) stake by 60% in Q2 2025, selling an estimated $398K and leaving 2,806 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1187.

Atria Wealth Solutions first reported a position in VLTO in Q4 2023 and has held it in 7 quarters since. The position peaked at $675K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • Atria Wealth Solutions held 2,806 shares of Veralto worth $283K as of Q2 2025.
  • Atria Wealth Solutions sold 4,123 Veralto shares in Q2 2025, an estimated $398K.
  • Veralto made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1187 holding.
  • Atria Wealth Solutions first reported a position in Veralto in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Veralto position peaked at $675K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.