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Elevation Wealth Partners’s Veralto VLTO Stock Holding History

Elevation Wealth Partners’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 		$20.3K Buy
229
+149
+186% +$12.9K 0.01% 588
2026
Q1 		$7.07K Sell
80
-3
-4% -$285 ﹤0.01% 602
2025
Q4 		$8.28K Sell
83
-12
-13% -$1.21K ﹤0.01% 518
2025
Q3 		$10.1K Buy
95
+18
+23% +$1.9K ﹤0.01% 389
2025
Q2 		$7.77K Hold
77
– – ﹤0.01% 384
2025
Q1 		$7.5K Hold
77
– – ﹤0.01% 384
2024
Q4 		$7.84K Hold
77
– – ﹤0.01% 386
2024
Q3 		$8.61K Hold
77
– – ﹤0.01% 363
2024
Q2 		$7.35K Sell
77
-29
-27% -$2.77K ﹤0.01% 363
2024
Q1 		$9.4K Buy
+106
New +$8.79K ﹤0.01% 359

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
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
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
Sumitomo Mitsui Trust Group
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

Elevation Wealth Partners's VLTO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Veralto (VLTO) stake by 186% in Q2 2026, buying an estimated $12.9K and bringing the position to 229 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #588.

Elevation Wealth Partners first reported a position in VLTO in Q1 2024 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Elevation Wealth Partners held 229 shares of Veralto worth $20.3K as of Q2 2026.
  • Elevation Wealth Partners bought 149 Veralto shares in Q2 2026, an estimated $12.9K.
  • Veralto made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #588 holding.
  • Elevation Wealth Partners first reported a position in Veralto in Q1 2024 and has held it in 10 quarters since.
  • 358 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.