Carolina Wealth Advisors’s Veralto VLTO Stock Holding History

Carolina 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 Q1	–	Sell	-6	Closed	-$611	–	311
2024 Q4	$611	Hold	6	–	–	﹤0.01%	273
2024 Q3	$671	Buy	+6	New	+$634	﹤0.01%	314

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Carolina Wealth Advisors's VLTO Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Veralto (VLTO) in Q1 2025, closing a stake of 6 shares — an estimated $611 sold.

Carolina Wealth Advisors first reported a position in VLTO in Q3 2024 and held it in 2 quarters. The position peaked at $671 in Q3 2024. 1,033 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

Carolina Wealth Advisors reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 6 Veralto shares in Q1 2025, an estimated $611.
Carolina Wealth Advisors first reported a position in Veralto in Q3 2024 and held it in 2 quarters.
Carolina Wealth Advisors's Veralto position peaked at $671 in Q3 2024.
1,033 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.