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WR Wealth Planners’s Veralto VLTO Stock Holding History

WR Wealth Planners’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 		$965K Sell
9,471
-1,114
-11% -$119K 0.31% 48
2024
Q3 		$1.18M Buy
10,585
+289
+3% +$30.5K 0.33% 50
2024
Q2 		$983K Buy
10,296
+443
+4% +$42.4K 0.3% 49
2024
Q1 		$874K Buy
9,853
+629
+7% +$52.2K 0.27% 53
2023
Q4 		$759K Buy
+9,224
New +$689K 0.28% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

WR Wealth Planners's VLTO Position: Q4 2024 in Review

WR Wealth Planners reduced its Veralto (VLTO) stake by 11% in Q4 2024, selling an estimated $119K and leaving 9,471 shares worth $965K. The position accounts for 0.31% of the portfolio, ranked #48.

WR Wealth Planners first reported a position in VLTO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • WR Wealth Planners held 9,471 shares of Veralto worth $965K as of Q4 2024.
  • WR Wealth Planners sold 1,114 Veralto shares in Q4 2024, an estimated $119K.
  • Veralto made up 0.31% of WR Wealth Planners's portfolio in Q4 2024, its #48 holding.
  • WR Wealth Planners first reported a position in Veralto in Q4 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Veralto position peaked at $1.18M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.