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Cassady Schiller Wealth Management’s Veralto VLTO Stock Holding History

Cassady Schiller 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
Q4 		$38.5K Buy
378
+28
+8% +$2.98K 0.01% 228
2024
Q3 		$39.2K Hold
350
– – 0.01% 222
2024
Q2 		$33.4K Hold
350
– – 0.01% 230
2024
Q1 		$31K Sell
350
-16
-4% -$1.33K 0.01% 246
2023
Q4 		$30.1K Buy
+366
New +$27.3K 0.02% 246

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassady Schiller Wealth Management's VLTO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Veralto (VLTO) stake by 8% in Q4 2024, buying an estimated $2.98K and bringing the position to 378 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #228.

Cassady Schiller Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.2K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Cassady Schiller Wealth Management held 378 shares of Veralto worth $38.5K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 28 Veralto shares in Q4 2024, an estimated $2.98K.
  • Veralto made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #228 holding.
  • Cassady Schiller Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's Veralto position peaked at $39.2K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.