ORG Wealth Partners’s Veralto VLTO Stock Holding History

ORG Wealth Partners’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	-218	Closed	-$22.4K	–	712
2025 Q2	$22.4K	Sell	218 -721	-77%	-$69.6K	0.01%	420
2025 Q1	$91.7K	Buy	+939	New	+$93.7K	0.03%	284

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

ORG Wealth Partners's VLTO Position: Q3 2025 in Review

ORG Wealth Partners sold out of Veralto (VLTO) in Q3 2025, closing a stake of 218 shares — an estimated $22.4K sold.

ORG Wealth Partners first reported a position in VLTO in Q1 2025 and held it in 2 quarters. The position peaked at $91.7K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

ORG Wealth Partners reported no remaining Veralto position as of Q3 2025 after selling out during the quarter.
ORG Wealth Partners sold 218 Veralto shares in Q3 2025, an estimated $22.4K.
ORG Wealth Partners first reported a position in Veralto in Q1 2025 and held it in 2 quarters.
ORG Wealth Partners's Veralto position peaked at $91.7K in Q1 2025.
1,065 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

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