J.W. Cole Advisors’s Veralto VLTO Stock Holding History

J.W. Cole 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	-2,352	Closed	-$251K	–	1603
2025 Q3	$251K	Buy	2,352 +306	+15%	+$32.3K	﹤0.01%	1319
2025 Q2	$207K	Buy	+2,046	New	+$197K	﹤0.01%	1349

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

J.W. Cole Advisors's VLTO Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Veralto (VLTO) in Q4 2025, closing a stake of 2,352 shares — an estimated $251K sold.

J.W. Cole Advisors first reported a position in VLTO in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

J.W. Cole Advisors reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 2,352 Veralto shares in Q4 2025, an estimated $251K.
J.W. Cole Advisors first reported a position in Veralto in Q2 2025 and held it in 2 quarters.
J.W. Cole Advisors's Veralto position peaked at $251K in Q3 2025.
1,097 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.