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Buckingham Strategic Wealth’s Veralto VLTO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$214K Sell
2,237
-130
-5% -$12.4K ﹤0.01% 692
2024
Q1 		$210K Sell
2,367
-99
-4% -$8.21K ﹤0.01% 693
2023
Q4 		$203K Buy
+2,466
New +$184K ﹤0.01% 677

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Buckingham Strategic Wealth's VLTO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Veralto (VLTO) stake by 5.5% in Q2 2024, selling an estimated $12.4K and leaving 2,237 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Buckingham Strategic Wealth first reported a position in VLTO in Q4 2023 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold VLTO as of Q2 2024.

  • Buckingham Strategic Wealth held 2,237 shares of Veralto worth $214K as of Q2 2024.
  • Buckingham Strategic Wealth sold 130 Veralto shares in Q2 2024, an estimated $12.4K.
  • Veralto made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #692 holding.
  • Buckingham Strategic Wealth first reported a position in Veralto in Q4 2023 and has held it in 3 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Veralto as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.