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Destination Wealth Management’s Veralto VLTO Stock Holding History

Destination 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
2024
Q2 		– Sell
-4,588
Closed -$407K – 232
2024
Q1 		$407K Sell
4,588
-41,774
-90% -$3.46M 0.01% 153
2023
Q4 		$3.81M Buy
46,362
+40,984
+762% +$3.06M 0.13% 99
2023
Q3 		$455K Buy
+5,378
New +$448K 0.02% 149

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Destination Wealth Management's VLTO Position: Q2 2024 in Review

Destination Wealth Management sold out of Veralto (VLTO) in Q2 2024, closing a stake of 4,588 shares — an estimated $407K sold.

Destination Wealth Management first reported a position in VLTO in Q3 2023 and held it in 3 quarters. The position peaked at $3.81M in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VLTO as of Q2 2024.

  • Destination Wealth Management reported no remaining Veralto position as of Q2 2024 after selling out during the quarter.
  • Destination Wealth Management sold 4,588 Veralto shares in Q2 2024, an estimated $407K.
  • Destination Wealth Management first reported a position in Veralto in Q3 2023 and held it in 3 quarters.
  • Destination Wealth Management's Veralto position peaked at $3.81M in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held Veralto as of Q2 2024.

Based on Destination Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.