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Baldwin Wealth Partners’s Veralto VLTO Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-266
Closed -$29.8K – 997
2024
Q3 		$29.8K Buy
266
+232
+682% +$24.5K ﹤0.01% 640
2024
Q2 		$3.25K Hold
34
– – ﹤0.01% 622
2024
Q1 		$3.01K Sell
34
-196
-85% -$16.3K ﹤0.01% 629
2023
Q4 		$18.9K Buy
230
+215
+1,433% +$16.1K ﹤0.01% 503
2023
Q3 		$1.28K Buy
+15
New +$1.25K ﹤0.01% 698

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Baldwin Wealth Partners's VLTO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Veralto (VLTO) in Q4 2024, closing a stake of 266 shares — an estimated $29.8K sold.

Baldwin Wealth Partners first reported a position in VLTO in Q3 2023 and held it in 5 quarters. The position peaked at $29.8K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 266 Veralto shares in Q4 2024, an estimated $29.8K.
  • Baldwin Wealth Partners first reported a position in Veralto in Q3 2023 and held it in 5 quarters.
  • Baldwin Wealth Partners's Veralto position peaked at $29.8K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.