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Marshall & Sterling Wealth Advisors’s Veralto VLTO Stock Holding History

Marshall & Sterling Wealth 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
-68
Closed -$7.25K – 619
2025
Q3 		$7.25K Buy
68
+21
+45% +$2.22K ﹤0.01% 427
2025
Q2 		$4.75K Sell
47
-108
-70% -$10.4K ﹤0.01% 488
2025
Q1 		$15.1K Buy
+155
New +$15.5K 0.01% 276

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 $3.38T AUM 44.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VLTO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Veralto (VLTO) in Q4 2025, closing a stake of 68 shares — an estimated $7.25K sold.

Marshall & Sterling Wealth Advisors first reported a position in VLTO in Q1 2025 and held it in 3 quarters. The position peaked at $15.1K in Q1 2025. 1,102 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 68 Veralto shares in Q4 2025, an estimated $7.25K.
  • Marshall & Sterling Wealth Advisors first reported a position in Veralto in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Veralto position peaked at $15.1K in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.