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TrinityPoint Wealth’s Veralto VLTO Stock Holding History

TrinityPoint 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
2024
Q4 		$226K Buy
+2,221
New +$237K 0.03% 303

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

TrinityPoint Wealth's VLTO Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Veralto (VLTO) in Q4 2024: 2,221 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #303 among its holdings.

1,060 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • TrinityPoint Wealth held 2,221 shares of Veralto worth $226K as of Q4 2024.
  • Veralto was a new TrinityPoint Wealth position in Q4 2024.
  • Veralto made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #303 holding.
  • 1,060 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.