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David Wealth Management’s Veralto VLTO Stock Holding History

David 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 		$1M Hold
9,945
– – 0.75% 16
2025
Q1 		$969K Buy
9,945
+1
+0% +$100 0.81% 15
2024
Q4 		$1.01M Buy
+9,944
New +$1.06M 0.84% 16

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

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

David Wealth Management held its Veralto (VLTO) position steady in Q2 2025 at 9,945 shares worth $1M. The position accounts for 0.75% of the portfolio, ranked #16.

David Wealth Management first reported a position in VLTO in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • David Wealth Management held 9,945 shares of Veralto worth $1M as of Q2 2025.
  • David Wealth Management left its Veralto share count unchanged in Q2 2025.
  • Veralto made up 0.75% of David Wealth Management's portfolio in Q2 2025, its #16 holding.
  • David Wealth Management first reported a position in Veralto in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's Veralto position peaked at $1.01M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.