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Modera Wealth Management’s Veralto VLTO Stock Holding History

Modera 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
2025
Q4 		– Sell
-2,018
Closed -$215K – 669
2025
Q3 		$215K Sell
2,018
-20
-1% -$2.11K ﹤0.01% 620
2025
Q2 		$206K Buy
+2,038
New +$197K ﹤0.01% 623
2025
Q1 		– Sell
-2,065
Closed -$210K – 638
2024
Q4 		$210K Buy
2,065
+81
+4% +$8.63K ﹤0.01% 590
2024
Q3 		$222K Buy
+1,984
New +$210K ﹤0.01% 561

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

Modera Wealth Management's VLTO Position: Q4 2025 in Review

Modera Wealth Management sold out of Veralto (VLTO) in Q4 2025, closing a stake of 2,018 shares — an estimated $215K sold.

Modera Wealth Management first reported a position in VLTO in Q3 2024 and held it in 4 quarters. The position peaked at $222K in Q3 2024. 1,102 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

  • Modera Wealth Management reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 2,018 Veralto shares in Q4 2025, an estimated $215K.
  • Modera Wealth Management first reported a position in Veralto in Q3 2024 and held it in 4 quarters.
  • Modera Wealth Management's Veralto position peaked at $222K in Q3 2024.
  • 1,102 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.