PWM
VLTO icon

Prosperity Wealth Management’s Veralto VLTO Stock Holding History

Prosperity 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
2024
Q4 		– Sell
-3,228
Closed -$361K – 250
2024
Q3 		$361K Buy
+3,228
New +$341K 0.14% 116

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Prosperity Wealth Management's VLTO Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Veralto (VLTO) in Q4 2024, closing a stake of 3,228 shares — an estimated $361K sold.

Prosperity Wealth Management first reported a position in VLTO in Q3 2024 and held it in 1 quarter. The position peaked at $361K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 3,228 Veralto shares in Q4 2024, an estimated $361K.
  • Prosperity Wealth Management first reported a position in Veralto in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Veralto position peaked at $361K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.