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Institutional & Family Asset Management’s Veralto VLTO Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$35.5K Buy
372
+21
+6% +$2.01K 0.01% 274
2024
Q1 		$31.1K Sell
351
-1
-0.3% -$83 0.01% 290
2023
Q4 		$29K Buy
+352
New +$26.3K ﹤0.01% 284

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Institutional & Family Asset Management's VLTO Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Veralto (VLTO) stake by 6% in Q2 2024, buying an estimated $2.01K and bringing the position to 372 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #274.

Institutional & Family Asset Management first reported a position in VLTO in Q4 2023 and has held it in 3 quarters since. 1,012 funds tracked by Wall St. Rank hold VLTO as of Q2 2024.

  • Institutional & Family Asset Management held 372 shares of Veralto worth $35.5K as of Q2 2024.
  • Institutional & Family Asset Management bought 21 Veralto shares in Q2 2024, an estimated $2.01K.
  • Veralto made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #274 holding.
  • Institutional & Family Asset Management first reported a position in Veralto in Q4 2023 and has held it in 3 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Veralto as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.