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MorganRosel Wealth Management’s Veralto VLTO Stock Holding History

MorganRosel 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
Q3 		– Sell
-2
Closed -$202 – 344
2025
Q2 		$202 Hold
2
– – ﹤0.01% 350
2025
Q1 		$195 Buy
+2
New +$200 ﹤0.01% 343

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

MorganRosel Wealth Management's VLTO Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Veralto (VLTO) in Q3 2025, closing a stake of 2 shares — an estimated $202 sold.

MorganRosel Wealth Management first reported a position in VLTO in Q1 2025 and held it in 2 quarters. The position peaked at $202 in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Veralto position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2 Veralto shares in Q3 2025, an estimated $202.
  • MorganRosel Wealth Management first reported a position in Veralto in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Veralto position peaked at $202 in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.