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TCI Wealth Advisors’s Veralto VLTO Stock Holding History

TCI Wealth Advisors’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
-2,565
Closed -$261K – 245
2024
Q4 		$261K Hold
2,565
– – 0.02% 189
2024
Q3 		$287K Buy
2,565
+29
+1% +$3.06K 0.02% 185
2024
Q2 		$242K Buy
2,536
+4
+0.2% +$383 0.02% 198
2024
Q1 		$224K Sell
2,532
-52
-2% -$4.31K 0.02% 198
2023
Q4 		$213K Buy
+2,584
New +$193K 0.02% 192

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TCI Wealth Advisors's VLTO Position: Q1 2025 in Review

TCI Wealth Advisors sold out of Veralto (VLTO) in Q1 2025, closing a stake of 2,565 shares — an estimated $261K sold.

TCI Wealth Advisors first reported a position in VLTO in Q4 2023 and held it in 5 quarters. The position peaked at $287K in Q3 2024. 1,032 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

  • TCI Wealth Advisors reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,565 Veralto shares in Q1 2025, an estimated $261K.
  • TCI Wealth Advisors first reported a position in Veralto in Q4 2023 and held it in 5 quarters.
  • TCI Wealth Advisors's Veralto position peaked at $287K in Q3 2024.
  • 1,032 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on TCI Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.