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Carolinas Wealth Consulting’s Veralto VLTO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,519
Closed -$148K – 921
2025
Q1 		$148K Buy
1,519
+500
+49% +$49.9K 0.03% 201
2024
Q4 		$104K Hold
1,019
– – 0.02% 246
2024
Q3 		$114K Buy
1,019
+5
+0.5% +$528 0.02% 239
2024
Q2 		$96.8K Buy
1,014
+1,002
+8,350% +$95.8K 0.02% 261
2024
Q1 		$1.06K Sell
12
-91
-88% -$7.55K ﹤0.01% 887
2023
Q4 		$8.48K Hold
103
– – ﹤0.01% 559
2023
Q3 		$7.11K Buy
+103
New +$8.58K ﹤0.01% 564

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Carolinas Wealth Consulting's VLTO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Veralto (VLTO) in Q2 2025, closing a stake of 1,519 shares — an estimated $148K sold.

Carolinas Wealth Consulting first reported a position in VLTO in Q3 2023 and held it in 7 quarters. The position peaked at $148K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Veralto position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,519 Veralto shares in Q2 2025, an estimated $148K.
  • Carolinas Wealth Consulting first reported a position in Veralto in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Veralto position peaked at $148K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.