Focus Partners Wealth
VLTO icon

Focus Partners Wealth’s Veralto VLTO Stock Holding History

Focus Partners 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
2026
Q1 		$4.72M Sell
53,424
-14,690
-22% -$1.4M 0.01% 956
2025
Q4 		$6.8M Sell
68,114
-1,094
-2% -$111K 0.01% 838
2025
Q3 		$7.31M Buy
69,208
+12,082
+21% +$1.27M 0.01% 644
2025
Q2 		$5.77M Buy
57,126
+4,567
+9% +$441K 0.01% 639
2025
Q1 		$5.12M Sell
52,559
-935
-2% -$93.3K 0.01% 618
2024
Q4 		$5.45M Buy
53,494
+5,124
+11% +$546K 0.01% 594
2024
Q3 		$5.39M Sell
48,370
-2,793
-5% -$295K 0.02% 541
2024
Q2 		$4.88M Buy
51,163
+8,285
+19% +$792K 0.02% 500
2024
Q1 		$3.8M Buy
42,878
+3,387
+9% +$281K 0.03% 370
2023
Q4 		$3.25M Buy
+39,491
New +$2.95M 0.04% 287

Other funds holding VLTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return