Heartwood Wealth Advisors’s Veralto VLTO Stock Holding History

Heartwood Wealth Advisors’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	-62	Closed	-$6.61K	–	583
2025 Q3	$6.61K	Buy	+62	New	+$6.54K	﹤0.01%	404

Other funds holding VLTO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Heartwood Wealth Advisors's VLTO Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Veralto (VLTO) in Q4 2025, closing a stake of 62 shares — an estimated $6.61K sold.

Heartwood Wealth Advisors first reported a position in VLTO in Q3 2025 and held it in 1 quarter. The position peaked at $6.61K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 62 Veralto shares in Q4 2025, an estimated $6.61K.
Heartwood Wealth Advisors first reported a position in Veralto in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Veralto position peaked at $6.61K in Q3 2025.
1,102 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.