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Rockbridge Investment Management’s Veralto VLTO Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-33
Closed -$2.71K – 609
2023
Q4 		$2.71K Buy
+33
New +$2.46K ﹤0.01% 530

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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

Rockbridge Investment Management's VLTO Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Veralto (VLTO) in Q1 2024, closing a stake of 33 shares — an estimated $2.71K sold.

Rockbridge Investment Management first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $2.71K in Q4 2023. 1,024 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 33 Veralto shares in Q1 2024, an estimated $2.71K.
  • Rockbridge Investment Management first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Veralto position peaked at $2.71K in Q4 2023.
  • 1,024 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.