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Kiely Wealth Advisory Group’s Veralto VLTO Stock Holding History

Kiely Wealth Advisory Group’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 		$3.19K Hold
32
– – ﹤0.01% 280
2024
Q3 		$3.32K Hold
32
– – ﹤0.01% 277
2024
Q2 		$3.42K Hold
32
– – ﹤0.01% 257
2024
Q1 		$3.04K Hold
32
– – ﹤0.01% 237
2023
Q4 		$2.48K Buy
+32
New +$2.39K ﹤0.01% 238

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiely Wealth Advisory Group's VLTO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Veralto (VLTO) position steady in Q4 2024 at 32 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Kiely Wealth Advisory Group first reported a position in VLTO in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.42K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Kiely Wealth Advisory Group held 32 shares of Veralto worth $3.19K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Veralto share count unchanged in Q4 2024.
  • Veralto made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #280 holding.
  • Kiely Wealth Advisory Group first reported a position in Veralto in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Veralto position peaked at $3.42K in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.