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SVB Wealth’s Veralto VLTO Stock Holding History

SVB Wealth’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
-4,700
Closed -$458K – 1596
2025
Q1 		$458K Sell
4,700
-3,279
-41% -$327K 0.02% 222
2024
Q4 		$813K Buy
+7,979
New +$850K 0.02% 357
2024
Q3 		– Sell
-9,045
Closed -$864K – 595
2024
Q2 		$864K Sell
9,045
-1,356
-13% -$130K 0.02% 352
2024
Q1 		$922K Sell
10,401
-1,129
-10% -$93.6K 0.02% 361
2023
Q4 		$948K Buy
+11,530
New +$861K 0.02% 344

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return