Ellevest Inc’s Veralto VLTO Stock Holding History

Ellevest Inc’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	-2,827	Closed	-$285K	–	474
2025 Q2	$285K	Buy	2,827 +590	+26%	+$56.9K	0.05%	314
2025 Q1	$218K	Sell	2,237 -27	-1%	-$2.69K	0.01%	357
2024 Q4	$231K	Buy	+2,264	New	+$241K	0.01%	366

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ellevest Inc's VLTO Position: Q3 2025 in Review

Ellevest Inc sold out of Veralto (VLTO) in Q3 2025, closing a stake of 2,827 shares — an estimated $285K sold.

Ellevest Inc first reported a position in VLTO in Q4 2024 and held it in 3 quarters. The position peaked at $285K in Q2 2025. 1,064 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

Ellevest Inc reported no remaining Veralto position as of Q3 2025 after selling out during the quarter.
Ellevest Inc sold 2,827 Veralto shares in Q3 2025, an estimated $285K.
Ellevest Inc first reported a position in Veralto in Q4 2024 and held it in 3 quarters.
Ellevest Inc's Veralto position peaked at $285K in Q2 2025.
1,064 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on Ellevest Inc's 13F filing for Q3 2025, filed 14 Nov 2025.