Planned Solutions’s Veralto VLTO Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-3	Closed	-$336	–	618
2024 Q3	$336	Buy	+3	New	+$317	﹤0.01%	620
2024 Q1	–	Sell	-3	Closed	-$247	–	533
2023 Q4	$247	Buy	+3	New	+$224	﹤0.01%	560

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Planned Solutions's VLTO Position: Q4 2024 in Review

Planned Solutions sold out of Veralto (VLTO) in Q4 2024, closing a stake of 3 shares — an estimated $336 sold.

Planned Solutions first reported a position in VLTO in Q4 2023 and held it in 2 quarters. The position peaked at $336 in Q3 2024. 1,062 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

Planned Solutions reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3 Veralto shares in Q4 2024, an estimated $336.
Planned Solutions first reported a position in Veralto in Q4 2023 and held it in 2 quarters.
Planned Solutions's Veralto position peaked at $336 in Q3 2024.
1,062 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.