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Unique Wealth Strategies’s Veralto VLTO Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-3
Closed -$266 – 656
2024
Q2 		$266 Buy
+3
New +$287 ﹤0.01% 639

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unique Wealth Strategies's VLTO Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Veralto (VLTO) in Q3 2024, closing a stake of 3 shares — an estimated $266 sold.

Unique Wealth Strategies first reported a position in VLTO in Q2 2024 and held it in 1 quarter. The position peaked at $266 in Q2 2024. 1,048 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Veralto position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 3 Veralto shares in Q3 2024, an estimated $266.
  • Unique Wealth Strategies first reported a position in Veralto in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Veralto position peaked at $266 in Q2 2024.
  • 1,048 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.