RWA Wealth Partners’s Veralto VLTO Stock Holding History

RWA 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 Q1	–	Sell	-1,987	Closed	-$202K	–	585
2024 Q4	$202K	Buy	1,987 +175	+10%	+$18.6K	﹤0.01%	546
2024 Q3	$203K	Buy	+1,812	New	+$191K	﹤0.01%	544

Other funds holding VLTO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

RWA Wealth Partners's VLTO Position: Q1 2025 in Review

RWA Wealth Partners sold out of Veralto (VLTO) in Q1 2025, closing a stake of 1,987 shares — an estimated $202K sold.

RWA Wealth Partners first reported a position in VLTO in Q3 2024 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

RWA Wealth Partners reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 1,987 Veralto shares in Q1 2025, an estimated $202K.
RWA Wealth Partners first reported a position in Veralto in Q3 2024 and held it in 2 quarters.
RWA Wealth Partners's Veralto position peaked at $203K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.