Waypoint Wealth Counsel’s Veralto VLTO Stock Holding History

Waypoint Wealth Counsel’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 Q4	–	Sell	-3,215	Closed	-$343K	–	323
2025 Q3	$343K	Buy	+3,215	New	+$339K	0.14%	152

Other funds holding VLTO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Waypoint Wealth Counsel's VLTO Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Veralto (VLTO) in Q4 2025, closing a stake of 3,215 shares — an estimated $343K sold.

Waypoint Wealth Counsel first reported a position in VLTO in Q3 2025 and held it in 1 quarter. The position peaked at $343K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold VLTO as of Q4 2025.

Waypoint Wealth Counsel reported no remaining Veralto position as of Q4 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 3,215 Veralto shares in Q4 2025, an estimated $343K.
Waypoint Wealth Counsel first reported a position in Veralto in Q3 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Veralto position peaked at $343K in Q3 2025.
1,102 funds tracked by Wall St. Rank held Veralto as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.