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Mount Yale Investment Advisors’s Veralto VLTO Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-500
Closed -$50.5K – 1572
2025
Q2 		$50.5K Buy
+500
New +$48.2K ﹤0.01% 815

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

Mount Yale Investment Advisors's VLTO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Veralto (VLTO) in Q3 2025, closing a stake of 500 shares — an estimated $50.5K sold.

Mount Yale Investment Advisors first reported a position in VLTO in Q2 2025 and held it in 1 quarter. The position peaked at $50.5K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Veralto position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 500 Veralto shares in Q3 2025, an estimated $50.5K.
  • Mount Yale Investment Advisors first reported a position in Veralto in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Veralto position peaked at $50.5K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.