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Concord Wealth Partners’s Veralto VLTO Stock Holding History

Concord Wealth Partners’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
-39
Closed -$3.97K – 978
2024
Q4 		$3.97K Hold
39
– – ﹤0.01% 634
2024
Q3 		$4.36K Buy
39
+3
+8% +$317 ﹤0.01% 656
2024
Q2 		$3.44K Sell
36
-4
-10% -$383 ﹤0.01% 619
2024
Q1 		$3.55K Hold
40
– – ﹤0.01% 694
2023
Q4 		$3.29K Buy
+40
New +$2.99K ﹤0.01% 675

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Concord Wealth Partners's VLTO Position: Q1 2025 in Review

Concord Wealth Partners sold out of Veralto (VLTO) in Q1 2025, closing a stake of 39 shares — an estimated $3.97K sold.

Concord Wealth Partners first reported a position in VLTO in Q4 2023 and held it in 5 quarters. The position peaked at $4.36K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

  • Concord Wealth Partners reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 39 Veralto shares in Q1 2025, an estimated $3.97K.
  • Concord Wealth Partners first reported a position in Veralto in Q4 2023 and held it in 5 quarters.
  • Concord Wealth Partners's Veralto position peaked at $4.36K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.