MSWM
VLTO icon

McGlone Suttner Wealth Management’s Veralto VLTO Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-15
Closed -$1.23K – 751
2023
Q4 		$1.23K Buy
+15
New +$1.12K ﹤0.01% 707

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

McGlone Suttner Wealth Management's VLTO Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Veralto (VLTO) in Q1 2024, closing a stake of 15 shares — an estimated $1.23K sold.

McGlone Suttner Wealth Management first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $1.23K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 15 Veralto shares in Q1 2024, an estimated $1.23K.
  • McGlone Suttner Wealth Management first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Veralto position peaked at $1.23K in Q4 2023.
  • 1,023 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.