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SIMA Wealth Partners’s Veralto VLTO Stock Holding History

SIMA 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
Q2 		– Sell
-126
Closed -$12.3K – 181
2025
Q1 		$12.3K Sell
126
-158
-56% -$15.8K 0.01% 136
2024
Q4 		$28.9K Sell
284
-48
-14% -$5.12K 0.02% 107
2024
Q3 		$37.1K Hold
332
– – 0.03% 87
2024
Q2 		$31.7K Buy
+332
New +$31.8K 0.03% 96

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SIMA Wealth Partners's VLTO Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Veralto (VLTO) in Q2 2025, closing a stake of 126 shares — an estimated $12.3K sold.

SIMA Wealth Partners first reported a position in VLTO in Q2 2024 and held it in 4 quarters. The position peaked at $37.1K in Q3 2024. 1,050 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Veralto position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 126 Veralto shares in Q2 2025, an estimated $12.3K.
  • SIMA Wealth Partners first reported a position in Veralto in Q2 2024 and held it in 4 quarters.
  • SIMA Wealth Partners's Veralto position peaked at $37.1K in Q3 2024.
  • 1,050 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.