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Avior Wealth Management’s Veralto VLTO Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,177
Closed -$120K – 2282
2024
Q4 		$120K Buy
1,177
+93
+9% +$9.91K ﹤0.01% 846
2024
Q3 		$121K Buy
1,084
+785
+263% +$83K ﹤0.01% 830
2024
Q2 		$28.5K Sell
299
-146
-33% -$14K ﹤0.01% 1266
2024
Q1 		$39.5K Buy
445
+169
+61% +$14K ﹤0.01% 1321
2023
Q4 		$22.7K Buy
+276
New +$20.6K ﹤0.01% 864

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avior Wealth Management's VLTO Position: Q1 2025 in Review

Avior Wealth Management sold out of Veralto (VLTO) in Q1 2025, closing a stake of 1,177 shares — an estimated $120K sold.

Avior Wealth Management first reported a position in VLTO in Q4 2023 and held it in 5 quarters. The position peaked at $121K in Q3 2024. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

  • Avior Wealth Management reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,177 Veralto shares in Q1 2025, an estimated $120K.
  • Avior Wealth Management first reported a position in Veralto in Q4 2023 and held it in 5 quarters.
  • Avior Wealth Management's Veralto position peaked at $121K in Q3 2024.
  • 1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.