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Concurrent Investment Advisors’s Veralto VLTO Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-4,621
Closed -$409K – 2215
2026
Q1 		$409K Buy
4,621
+1,601
+53% +$152K ﹤0.01% 1313
2025
Q4 		$301K Buy
+3,020
New +$305K ﹤0.01% 1399

Other funds holding VLTO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Concurrent Investment Advisors's VLTO Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Veralto (VLTO) in Q2 2026, closing a stake of 4,621 shares — an estimated $409K sold.

Concurrent Investment Advisors first reported a position in VLTO in Q4 2025 and held it in 2 quarters. The position peaked at $409K in Q1 2026. 420 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,621 Veralto shares in Q2 2026, an estimated $409K.
  • Concurrent Investment Advisors first reported a position in Veralto in Q4 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Veralto position peaked at $409K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.