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Congress Wealth Management’s Veralto VLTO Stock Holding History

Congress 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
2025
Q2 		$484K Buy
4,789
+91
+2% +$8.78K ﹤0.01% 938
2025
Q1 		$459K Buy
+4,698
New +$469K 0.01% 840

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 $153B AUM 38.14% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Congress Wealth Management's VLTO Position: Q2 2025 in Review

Congress Wealth Management increased its Veralto (VLTO) stake by 1.9% in Q2 2025, buying an estimated $8.78K and bringing the position to 4,789 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Congress Wealth Management first reported a position in VLTO in Q1 2025 and has held it in 2 quarters since. 1,049 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • Congress Wealth Management held 4,789 shares of Veralto worth $484K as of Q2 2025.
  • Congress Wealth Management bought 91 Veralto shares in Q2 2025, an estimated $8.78K.
  • Veralto made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #938 holding.
  • Congress Wealth Management first reported a position in Veralto in Q1 2025 and has held it in 2 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.