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Sugarloaf Wealth Management’s Veralto VLTO Stock Holding History

Sugarloaf 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 		$30.8K Hold
302
– – 0.01% 351
2024
Q3 		$33.8K Hold
302
– – 0.01% 345
2024
Q2 		$28.8K Hold
302
– – 0.01% 349
2024
Q1 		$26.8K Hold
302
– – 0.01% 369
2023
Q4 		$24.8K Buy
+302
New +$22.5K 0.01% 364

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Veralto (VLTO) position steady in Q4 2024 at 302 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #351.

Sugarloaf Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 5 quarters since. The position peaked at $33.8K in Q3 2024. 1,058 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Sugarloaf Wealth Management held 302 shares of Veralto worth $30.8K as of Q4 2024.
  • Sugarloaf Wealth Management left its Veralto share count unchanged in Q4 2024.
  • Veralto made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #351 holding.
  • Sugarloaf Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 5 quarters since.
  • Sugarloaf Wealth Management's Veralto position peaked at $33.8K in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.