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Avitas Wealth Management’s Veralto VLTO Stock Holding History

Avitas 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
2024
Q4 		$963K Sell
9,458
-32
-0.3% -$3.41K 0.13% 138
2024
Q3 		$1.06M Buy
9,490
+9
+0.1% +$951 0.15% 140
2024
Q2 		$905K Sell
9,481
-25
-0.3% -$2.39K 0.13% 145
2024
Q1 		$843K Buy
9,506
+2,493
+36% +$207K 0.13% 151
2023
Q4 		$577K Buy
+7,013
New +$524K 0.1% 153

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
State Street
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
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

Avitas Wealth Management's VLTO Position: Q4 2024 in Review

Avitas Wealth Management reduced its Veralto (VLTO) stake by 0.34% in Q4 2024, selling an estimated $3.41K and leaving 9,458 shares worth $963K. The position accounts for 0.13% of the portfolio, ranked #138.

Avitas Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2024. 1,058 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Avitas Wealth Management held 9,458 shares of Veralto worth $963K as of Q4 2024.
  • Avitas Wealth Management sold 32 Veralto shares in Q4 2024, an estimated $3.41K.
  • Veralto made up 0.13% of Avitas Wealth Management's portfolio in Q4 2024, its #138 holding.
  • Avitas Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 5 quarters since.
  • Avitas Wealth Management's Veralto position peaked at $1.06M in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.