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Smallwood Wealth Investment Management’s Veralto VLTO Stock Holding History

Smallwood Wealth 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
2025
Q3 		– Sell
-18
Closed -$1.82K – 590
2025
Q2 		$1.82K Buy
+18
New +$1.74K ﹤0.01% 408

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

Smallwood Wealth Investment Management's VLTO Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Veralto (VLTO) in Q3 2025, closing a stake of 18 shares — an estimated $1.82K sold.

Smallwood Wealth Investment Management first reported a position in VLTO in Q2 2025 and held it in 1 quarter. The position peaked at $1.82K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VLTO as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Veralto position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 18 Veralto shares in Q3 2025, an estimated $1.82K.
  • Smallwood Wealth Investment Management first reported a position in Veralto in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Veralto position peaked at $1.82K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Veralto as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.