Douglass Winthrop Advisors’s Veralto VLTO Stock Holding History

Douglass Winthrop Advisors’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	–	Sell	-2,371	Closed	-$237K	–	318
2025 Q4	$237K	Sell	2,371 -696	-23%	-$70.4K	﹤0.01%	291
2025 Q3	$327K	Sell	3,067 -1,073	-26%	-$113K	0.01%	256
2025 Q2	$418K	Sell	4,140 -1,302	-24%	-$126K	0.01%	201
2025 Q1	$530K	Sell	5,442 -377	-6%	-$37.6K	0.01%	187
2024 Q4	$593K	Sell	5,819 -529	-8%	-$56.4K	0.01%	186
2024 Q3	$710K	Sell	6,348 -3,088	-33%	-$326K	0.01%	179
2024 Q2	$901K	Sell	9,436 -399	-4%	-$38.2K	0.02%	140
2024 Q1	$872K	Sell	9,835 -1,920	-16%	-$159K	0.02%	145
2023 Q4	$967K	Buy	+11,755	New	+$878K	0.02%	126

Other funds holding VLTO

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return