IAG Wealth Partners’s Veralto VLTO Stock Holding History

IAG Wealth Partners’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
2024 Q4	–	Sell	-1	Closed	-$112	–	544
2024 Q3	$112	Hold	1	–	–	﹤0.01%	484
2024 Q2	$95	Hold	1	–	–	﹤0.01%	492
2024 Q1	$89	Hold	1	–	–	﹤0.01%	441
2023 Q4	$82	Buy	+1	New	+$75	﹤0.01%	419

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

IAG Wealth Partners's VLTO Position: Q4 2024 in Review

IAG Wealth Partners sold out of Veralto (VLTO) in Q4 2024, closing a stake of 1 share — an estimated $112 sold.

IAG Wealth Partners first reported a position in VLTO in Q4 2023 and held it in 4 quarters. The position peaked at $112 in Q3 2024. 1,062 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

IAG Wealth Partners reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 1 Veralto share in Q4 2024, an estimated $112.
IAG Wealth Partners first reported a position in Veralto in Q4 2023 and held it in 4 quarters.
IAG Wealth Partners's Veralto position peaked at $112 in Q3 2024.
1,062 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.