DWM
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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

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Geode Capital Management
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Brown Advisory
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AllianceBernstein
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Pictet Asset Management
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Invesco
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return