BRWA
VLTO icon

B. Riley Wealth Advisors’s Veralto VLTO Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-3,110
Closed -$303K – 1374
2025
Q1 		$303K Buy
3,110
+616
+25% +$61.5K 0.01% 963
2024
Q4 		$254K Sell
2,494
-1,164
-32% -$124K 0.01% 941
2024
Q3 		$409K Sell
3,658
-684
-16% -$72.3K 0.01% 824
2024
Q2 		$415K Buy
+4,342
New +$415K 0.01% 898

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

B. Riley Wealth Advisors's VLTO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Veralto (VLTO) in Q2 2025, closing a stake of 3,110 shares — an estimated $303K sold.

B. Riley Wealth Advisors first reported a position in VLTO in Q2 2024 and held it in 4 quarters. The position peaked at $415K in Q2 2024. 1,049 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Veralto position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,110 Veralto shares in Q2 2025, an estimated $303K.
  • B. Riley Wealth Advisors first reported a position in Veralto in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Veralto position peaked at $415K in Q2 2024.
  • 1,049 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.