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Lake Street Advisors Group’s Veralto VLTO Stock Holding History

Lake Street Advisors 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 		$299K Buy
2,936
+42
+1% +$4.47K 0.01% 451
2024
Q3 		$324K Buy
2,894
+291
+11% +$30.8K 0.02% 424
2024
Q2 		$249K Buy
2,603
+36
+1% +$3.44K 0.01% 489
2024
Q1 		$228K Buy
+2,567
New +$213K 0.01% 528

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's VLTO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Veralto (VLTO) stake by 1.5% in Q4 2024, buying an estimated $4.47K and bringing the position to 2,936 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #451.

Lake Street Advisors Group first reported a position in VLTO in Q1 2024 and has held it in 4 quarters since. The position peaked at $324K in Q3 2024. 1,060 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Lake Street Advisors Group held 2,936 shares of Veralto worth $299K as of Q4 2024.
  • Lake Street Advisors Group bought 42 Veralto shares in Q4 2024, an estimated $4.47K.
  • Veralto made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #451 holding.
  • Lake Street Advisors Group first reported a position in Veralto in Q1 2024 and has held it in 4 quarters since.
  • Lake Street Advisors Group's Veralto position peaked at $324K in Q3 2024.
  • 1,060 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.