EPW
VLTO icon

Evergreen Private Wealth’s Veralto VLTO Stock Holding History

Evergreen Private Wealth’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
Q1 		– Sell
-30
Closed -$3.06K – 202
2024
Q4 		$3.06K Hold
30
– – ﹤0.01% 178
2024
Q3 		$3.36K Hold
30
– – ﹤0.01% 180
2024
Q2 		$2.86K Hold
30
– – ﹤0.01% 188
2024
Q1 		$2.66K Hold
30
– – ﹤0.01% 191
2023
Q4 		$2.47K Buy
+30
New +$2.24K ﹤0.01% 197

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Evergreen Private Wealth's VLTO Position: Q1 2025 in Review

Evergreen Private Wealth sold out of Veralto (VLTO) in Q1 2025, closing a stake of 30 shares — an estimated $3.06K sold.

Evergreen Private Wealth first reported a position in VLTO in Q4 2023 and held it in 5 quarters. The position peaked at $3.36K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

  • Evergreen Private Wealth reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 30 Veralto shares in Q1 2025, an estimated $3.06K.
  • Evergreen Private Wealth first reported a position in Veralto in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's Veralto position peaked at $3.36K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.