Synergy Asset Management’s Veralto VLTO Stock Holding History

Synergy Asset 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 Q1	–	Sell	-27	Closed	-$3.02K	–	829
2024 Q4	$3.02K	Buy	+27	New	+$2.88K	﹤0.01%	625

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Synergy Asset Management's VLTO Position: Q1 2025 in Review

Synergy Asset Management sold out of Veralto (VLTO) in Q1 2025, closing a stake of 27 shares — an estimated $3.02K sold.

Synergy Asset Management first reported a position in VLTO in Q4 2024 and held it in 1 quarter. The position peaked at $3.02K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

Synergy Asset Management reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 27 Veralto shares in Q1 2025, an estimated $3.02K.
Synergy Asset Management first reported a position in Veralto in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Veralto position peaked at $3.02K in Q4 2024.
1,028 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.