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Dakota Wealth Management’s Veralto VLTO Stock Holding History

Dakota 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
Q3 		– Sell
-6,429
Closed -$649K – 791
2025
Q2 		$649K Sell
6,429
-52
-0.8% -$5.02K 0.01% 473
2025
Q1 		$632K Buy
6,481
+936
+17% +$93.4K 0.01% 471
2024
Q4 		$565K Sell
5,545
-391
-7% -$41.7K 0.01% 480
2024
Q3 		$664K Sell
5,936
-2
-0% -$211 0.02% 452
2024
Q2 		$567K Sell
5,938
-96
-2% -$9.18K 0.01% 485
2024
Q1 		$535K Buy
6,034
+1,499
+33% +$124K 0.01% 492
2023
Q4 		$373K Buy
+4,535
New +$339K 0.01% 468

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Dakota Wealth Management's VLTO Position: Q3 2025 in Review

Dakota Wealth Management sold out of Veralto (VLTO) in Q3 2025, closing a stake of 6,429 shares — an estimated $649K sold.

Dakota Wealth Management first reported a position in VLTO in Q4 2023 and held it in 7 quarters. The position peaked at $664K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

  • Dakota Wealth Management reported no remaining Veralto position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,429 Veralto shares in Q3 2025, an estimated $649K.
  • Dakota Wealth Management first reported a position in Veralto in Q4 2023 and held it in 7 quarters.
  • Dakota Wealth Management's Veralto position peaked at $664K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.