JWBC
VLTO icon

J.W. Burns & Co’s Veralto VLTO Stock Holding History

J.W. Burns & Co’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
Q1 		– Sell
-2,512
Closed -$256K – 194
2024
Q4 		$256K Sell
2,512
-273
-10% -$29.1K 0.03% 173
2024
Q3 		$312K Sell
2,785
-504
-15% -$53.3K 0.04% 157
2024
Q2 		$314K Sell
3,289
-643
-16% -$61.5K 0.04% 155
2024
Q1 		$349K Sell
3,932
-5,616
-59% -$466K 0.05% 152
2023
Q4 		$785K Buy
+9,548
New +$713K 0.12% 108

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

J.W. Burns & Co's VLTO Position: Q1 2025 in Review

J.W. Burns & Co sold out of Veralto (VLTO) in Q1 2025, closing a stake of 2,512 shares — an estimated $256K sold.

J.W. Burns & Co first reported a position in VLTO in Q4 2023 and held it in 5 quarters. The position peaked at $785K in Q4 2023. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

  • J.W. Burns & Co reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
  • J.W. Burns & Co sold 2,512 Veralto shares in Q1 2025, an estimated $256K.
  • J.W. Burns & Co first reported a position in Veralto in Q4 2023 and held it in 5 quarters.
  • J.W. Burns & Co's Veralto position peaked at $785K in Q4 2023.
  • 1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on J.W. Burns & Co's 13F filing for Q1 2025, filed 8 Apr 2025.