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Optimum Investment Advisors’s Veralto VLTO Stock Holding History

Optimum 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 		$121K Sell
1,132
-166
-13% -$17.5K 0.05% 239
2025
Q2 		$131K Hold
1,298
– – 0.06% 220
2025
Q1 		$126K Sell
1,298
-16
-1% -$1.6K 0.06% 218
2024
Q4 		$134K Hold
1,314
– – 0.06% 221
2024
Q3 		$147K Hold
1,314
– – 0.06% 224
2024
Q2 		$125K Hold
1,314
– – 0.06% 239
2024
Q1 		$116K Sell
1,314
-100
-7% -$8.29K 0.05% 253
2023
Q4 		$116K Buy
1,414
+1,114
+371% +$83.2K 0.06% 241
2023
Q3 		$25.4K Buy
+300
New +$25K 0.01% 441

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Optimum Investment Advisors's VLTO Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Veralto (VLTO) stake by 13% in Q3 2025, selling an estimated $17.5K and leaving 1,132 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #239.

Optimum Investment Advisors first reported a position in VLTO in Q3 2023 and has held it in 9 quarters since. The position peaked at $147K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

  • Optimum Investment Advisors held 1,132 shares of Veralto worth $121K as of Q3 2025.
  • Optimum Investment Advisors sold 166 Veralto shares in Q3 2025, an estimated $17.5K.
  • Veralto made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #239 holding.
  • Optimum Investment Advisors first reported a position in Veralto in Q3 2023 and has held it in 9 quarters since.
  • Optimum Investment Advisors's Veralto position peaked at $147K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.