Commonwealth Equity Services’s Veralto VLTO Stock Holding History

Commonwealth Equity Services’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 Q2	$1.21M	Sell	13,671 -3,626	-21%	-$315K	﹤0.01%	2559
2026 Q1	$1.53M	Sell	17,297 -509	-3%	-$48.4K	﹤0.01%	2245
2025 Q4	$1.78M	Sell	17,806 -337	-2%	-$34.1K	﹤0.01%	2082
2025 Q3	$1.93M	Sell	18,143 -2,860	-14%	-$302K	﹤0.01%	2020
2025 Q2	$2.12M	Sell	21,003 -13,932	-40%	-$1.34M	﹤0.01%	1938
2025 Q1	$3.4M	Buy	34,935 +1,788	+5%	+$178K	﹤0.01%	1549
2024 Q4	$3.38M	Sell	33,147 -1,136	-3%	-$121K	﹤0.01%	1503
2024 Q3	$3.83M	Sell	34,283 -565	-2%	-$59.7K	0.01%	1400
2024 Q2	$3.33M	Sell	34,848 -2,245	-6%	-$215K	0.01%	1454
2024 Q1	$3.29M	Sell	37,093 -4,783	-11%	-$397K	0.01%	1437
2023 Q4	$3.44M	Buy	+41,876	New	+$3.13M	0.01%	1333

Other funds holding VLTO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Commonwealth Equity Services's VLTO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Veralto (VLTO) stake by 21% in Q2 2026, selling an estimated $315K and leaving 13,671 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Commonwealth Equity Services first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q3 2024. 377 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Commonwealth Equity Services held 13,671 shares of Veralto worth $1.21M as of Q2 2026.
Commonwealth Equity Services sold 3,626 Veralto shares in Q2 2026, an estimated $315K.
Veralto made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2559 holding.
Commonwealth Equity Services first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's Veralto position peaked at $3.83M in Q3 2024.
377 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.