Cherry Tree Wealth Management
VLTO icon

Cherry Tree Wealth Management’s Veralto VLTO Stock Holding History

Cherry Tree 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
2026
Q3 		$95 Hold
1
– – ﹤0.01% 577
2026
Q2 		$89 Hold
1
– – ﹤0.01% 592
2026
Q1 		$89 Hold
1
– – ﹤0.01% 580
2025
Q4 		$100 Hold
1
– – ﹤0.01% 584
2025
Q3 		$107 Hold
1
– – ﹤0.01% 587
2025
Q2 		$101 Sell
1
-103
-99% -$9.9K ﹤0.01% 604
2025
Q1 		$10.1K Hold
104
– – ﹤0.01% 417
2024
Q4 		$10.6K Hold
104
– – ﹤0.01% 404
2024
Q3 		$11.6K Hold
104
– – ﹤0.01% 399
2024
Q2 		$9.9K Buy
104
+100
+2,500% +$9.6K ﹤0.01% 394
2024
Q1 		$355 Hold
4
– – ﹤0.01% 579
2023
Q4 		$330 Buy
+4
New +$299 ﹤0.01% 580

Other funds holding VLTO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Cherry Tree Wealth Management's VLTO Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Veralto (VLTO) position steady in Q3 2026 at 1 share worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Cherry Tree Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.6K in Q3 2024. 316 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Cherry Tree Wealth Management held 1 share of Veralto worth $95 as of Q3 2026.
  • Cherry Tree Wealth Management left its Veralto share count unchanged in Q3 2026.
  • Veralto made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #577 holding.
  • Cherry Tree Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Veralto position peaked at $11.6K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.