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Evercore Wealth Management’s Veralto VLTO Stock Holding History

Evercore 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
Q4 		– Sell
-2,036
Closed -$228K – 438
2024
Q3 		$228K Sell
2,036
-244
-11% -$25.8K ﹤0.01% 380
2024
Q2 		$218K Sell
2,280
-3,488
-60% -$334K ﹤0.01% 385
2024
Q1 		$511K Sell
5,768
-577
-9% -$47.8K 0.01% 281
2023
Q4 		$522K Buy
+6,345
New +$474K 0.01% 278

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evercore Wealth Management's VLTO Position: Q4 2024 in Review

Evercore Wealth Management sold out of Veralto (VLTO) in Q4 2024, closing a stake of 2,036 shares — an estimated $228K sold.

Evercore Wealth Management first reported a position in VLTO in Q4 2023 and held it in 4 quarters. The position peaked at $522K in Q4 2023. 1,062 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Evercore Wealth Management reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 2,036 Veralto shares in Q4 2024, an estimated $228K.
  • Evercore Wealth Management first reported a position in Veralto in Q4 2023 and held it in 4 quarters.
  • Evercore Wealth Management's Veralto position peaked at $522K in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.