Crestwood Advisors Group’s Veralto VLTO Stock Holding History

Crestwood Advisors Group’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 Q1	$2.26M	Sell	25,610 -1,610	-6%	-$153K	0.04%	218
2025 Q4	$2.72M	Sell	27,220 -6,246	-19%	-$632K	0.05%	187
2025 Q3	$3.57M	Sell	33,466 -1,609	-5%	-$170K	0.06%	162
2025 Q2	$3.54M	Sell	35,075 -2,963	-8%	-$286K	0.06%	157
2025 Q1	$3.71M	Sell	38,038 -13,350	-26%	-$1.33M	0.07%	148
2024 Q4	$5.23M	Sell	51,388 -645	-1%	-$68.7K	0.1%	124
2024 Q3	$5.82M	Sell	52,033 -2,963	-5%	-$313K	0.11%	118
2024 Q2	$5.25M	Sell	54,996 -3,711	-6%	-$355K	0.11%	116
2024 Q1	$5.2M	Sell	58,707 -15,289	-21%	-$1.27M	0.11%	117
2023 Q4	$6.09M	Buy	+73,996	New	+$5.52M	0.14%	112

Other funds holding VLTO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return