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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 – 1594
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 $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

SVB Wealth's VLTO Position: Q2 2025 in Review

SVB Wealth sold out of Veralto (VLTO) in Q2 2025, closing a stake of 4,700 shares — an estimated $458K sold.

SVB Wealth first reported a position in VLTO in Q4 2023 and held it in 5 quarters. The position peaked at $948K in Q4 2023. 1,050 funds tracked by Wall St. Rank hold VLTO as of Q2 2025.

  • SVB Wealth reported no remaining Veralto position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 4,700 Veralto shares in Q2 2025, an estimated $458K.
  • SVB Wealth first reported a position in Veralto in Q4 2023 and held it in 5 quarters.
  • SVB Wealth's Veralto position peaked at $948K in Q4 2023.
  • 1,050 funds tracked by Wall St. Rank held Veralto as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.