GWN Securities’s Veralto VLTO Stock Holding History

GWN Securities’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 Q2	–	Sell	-3,982	Closed	-$394K	–	713
2025 Q1	$394K	Buy	+3,982	New	+$397K	0.02%	520

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

GWN Securities's VLTO Position: Q2 2025 in Review

GWN Securities sold out of Veralto (VLTO) in Q2 2025, closing a stake of 3,982 shares — an estimated $394K sold.

GWN Securities first reported a position in VLTO in Q1 2025 and held it in 1 quarter. The position peaked at $394K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

GWN Securities reported no remaining Veralto position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 3,982 Veralto shares in Q2 2025, an estimated $394K.
GWN Securities first reported a position in Veralto in Q1 2025 and held it in 1 quarter.
GWN Securities's Veralto position peaked at $394K in Q1 2025.
1,047 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.