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Elmwood Wealth Management’s Veralto VLTO Stock Holding History

Elmwood 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
-2,293
Closed -$203K – 126
2024
Q1 		$203K Buy
+2,293
New +$190K 0.09% 120

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Veralto (VLTO) in Q2 2024, closing a stake of 2,293 shares — an estimated $203K sold.

Elmwood Wealth Management first reported a position in VLTO in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold VLTO as of Q2 2024.

  • Elmwood Wealth Management reported no remaining Veralto position as of Q2 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 2,293 Veralto shares in Q2 2024, an estimated $203K.
  • Elmwood Wealth Management first reported a position in Veralto in Q1 2024 and held it in 1 quarter.
  • Elmwood Wealth Management's Veralto position peaked at $203K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held Veralto as of Q2 2024.

Based on Elmwood Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.