GSWM
VLTO icon

Golden State Wealth Management’s Veralto VLTO Stock Holding History

Golden State 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
2025
Q4 		– Sell
-2
Closed -$215 – 1763
2025
Q3 		$215 Hold
2
– – ﹤0.01% 1612
2025
Q2 		$203 Sell
2
-7
-78% -$675 ﹤0.01% 1527
2025
Q1 		$878 Hold
9
– – ﹤0.01% 1442
2024
Q4 		$918 Buy
+9
New +$959 ﹤0.01% 1368

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Golden State Wealth Management's VLTO Position: Q4 2025 in Review

Golden State Wealth Management sold out of Veralto (VLTO) in Q4 2025, closing a stake of 2 shares — an estimated $215 sold.

Golden State Wealth Management first reported a position in VLTO in Q4 2024 and held it in 4 quarters. The position peaked at $918 in Q4 2024. 1,102 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

  • Golden State Wealth Management reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 2 Veralto shares in Q4 2025, an estimated $215.
  • Golden State Wealth Management first reported a position in Veralto in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Veralto position peaked at $918 in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.