Bailard’s Veralto VLTO Stock Holding History

Bailard’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
2026 Q3	$294K	Buy	3,112 +3	+0.1%	+$287	0.01%	630
2026 Q2	$276K	Sell	3,109 -183	-6%	-$15.9K	0.01%	666
2026 Q1	$291K	Hold	3,292	–	–	0.01%	610
2025 Q4	$328K	Sell	3,292 -371	-10%	-$37.5K	0.01%	544
2025 Q3	$391K	Buy	3,663 +8	+0.2%	+$844	0.01%	549
2025 Q2	$369K	Buy	3,655 +171	+5%	+$16.5K	0.01%	558
2025 Q1	$340K	Buy	3,484 +1,375	+65%	+$137K	0.01%	536
2024 Q4	$215K	Buy	2,109 +47	+2%	+$5.01K	0.01%	676
2024 Q3	$231K	Sell	2,062 -216	-9%	-$22.8K	0.01%	674
2024 Q2	$217K	Buy	+2,278	New	+$218K	0.01%	653

Other funds holding VLTO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Bailard's VLTO Position: Q3 2026 in Review

Bailard increased its Veralto (VLTO) stake by 0.1% in Q3 2026, buying an estimated $287 and bringing the position to 3,112 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #630.

Bailard first reported a position in VLTO in Q2 2024 and has held it in 10 quarters since. The position peaked at $391K in Q3 2025. 163 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

Bailard held 3,112 shares of Veralto worth $294K as of Q3 2026.
Bailard bought 3 Veralto shares in Q3 2026, an estimated $287.
Veralto made up 0.01% of Bailard's portfolio in Q3 2026, its #630 holding.
Bailard first reported a position in Veralto in Q2 2024 and has held it in 10 quarters since.
Bailard's Veralto position peaked at $391K in Q3 2025.
163 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.