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Cabot Wealth Management’s Veralto VLTO Stock Holding History

Cabot 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
Q1 		– Sell
-7,130
Closed -$587K – 148
2023
Q4 		$587K Sell
7,130
-1,228
-15% -$91.7K 0.08% 105
2023
Q3 		$707K Buy
+8,358
New +$696K 0.11% 99

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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

Cabot Wealth Management's VLTO Position: Q1 2024 in Review

Cabot Wealth Management sold out of Veralto (VLTO) in Q1 2024, closing a stake of 7,130 shares — an estimated $587K sold.

Cabot Wealth Management first reported a position in VLTO in Q3 2023 and held it in 2 quarters. The position peaked at $707K in Q3 2023. 1,023 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Cabot Wealth Management reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • Cabot Wealth Management sold 7,130 Veralto shares in Q1 2024, an estimated $587K.
  • Cabot Wealth Management first reported a position in Veralto in Q3 2023 and held it in 2 quarters.
  • Cabot Wealth Management's Veralto position peaked at $707K in Q3 2023.
  • 1,023 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Cabot Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.