Avantax Advisory Services’s Veralto VLTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
12,140
-85
-0.7% -$8.2K 0.01% 1040
2025
Q1
$1.19M Buy
12,225
+299
+3% +$29.8K 0.01% 997
2024
Q4
$1.21M Sell
11,926
-500
-4% -$53.3K 0.01% 953
2024
Q3
$1.39M Buy
12,426
+657
+6% +$69.4K 0.01% 853
2024
Q2
$1.12M Buy
11,769
+7,001
+147% +$670K 0.01% 919
2024
Q1
$423K Buy
4,768
+87
+2% +$7.21K ﹤0.01% 1127
2023
Q4
$385K Buy
+4,681
New +$350K ﹤0.01% 1108

Other funds holding VLTO

Avantax Advisory Services's VLTO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Veralto (VLTO) stake by 0.7% in Q2 2025, selling an estimated $8.2K and leaving 12,140 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1040.

Avantax Advisory Services first reported a position in VLTO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • Avantax Advisory Services held 12,140 shares of Veralto worth $1.23M as of Q2 2025.
  • Avantax Advisory Services sold 85 Veralto shares in Q2 2025, an estimated $8.2K.
  • Veralto made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1040 holding.
  • Avantax Advisory Services first reported a position in Veralto in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's Veralto position peaked at $1.39M in Q3 2024.
  • 1,048 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.