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Brass Tax Wealth Management’s Veralto VLTO Stock Holding History

Brass Tax 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
Q3 		$469K Buy
4,402
+10
+0.2% +$1.05K 0.08% 127
2025
Q2 		$443K Buy
4,392
+10
+0.2% +$965 0.09% 122
2025
Q1 		$427K Hold
4,382
– – 0.09% 114
2024
Q4 		$446K Buy
4,382
+9
+0.2% +$959 0.09% 106
2024
Q3 		$489K Buy
+4,373
New +$462K 0.1% 90

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Brass Tax Wealth Management's VLTO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Veralto (VLTO) stake by 0.23% in Q3 2025, buying an estimated $1.05K and bringing the position to 4,402 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #127.

Brass Tax Wealth Management first reported a position in VLTO in Q3 2024 and has held it in 5 quarters since. The position peaked at $489K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

  • Brass Tax Wealth Management held 4,402 shares of Veralto worth $469K as of Q3 2025.
  • Brass Tax Wealth Management bought 10 Veralto shares in Q3 2025, an estimated $1.05K.
  • Veralto made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #127 holding.
  • Brass Tax Wealth Management first reported a position in Veralto in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's Veralto position peaked at $489K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.