EWM
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Evermay Wealth Management’s Veralto VLTO Stock Holding History

Evermay Wealth Management’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 		$110K Sell
1,240
-231
-16% -$20.1K 0.01% 255
2026
Q1 		$130K Hold
1,471
– – 0.01% 230
2025
Q4 		$147K Sell
1,471
-345
-19% -$34.9K 0.02% 226
2025
Q3 		$194K Sell
1,816
-6
-0.3% -$633 0.02% 199
2025
Q2 		$184K Sell
1,822
-283
-13% -$27.3K 0.02% 203
2025
Q1 		$205K Sell
2,105
-100
-5% -$9.98K 0.03% 184
2024
Q4 		$225K Sell
2,205
-89
-4% -$9.48K 0.03% 183
2024
Q3 		$257K Sell
2,294
-40
-2% -$4.23K 0.04% 172
2024
Q2 		$223K Sell
2,334
-138
-6% -$13.2K 0.04% 188
2024
Q1 		$219K Sell
2,472
-511
-17% -$42.4K 0.03% 192
2023
Q4 		$246K Buy
+2,983
New +$223K 0.05% 164

Other funds holding VLTO

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Evermay Wealth Management's VLTO Position: Q2 2026 in Review

Evermay Wealth Management reduced its Veralto (VLTO) stake by 16% in Q2 2026, selling an estimated $20.1K and leaving 1,240 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #255.

Evermay Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $257K in Q3 2024. 292 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Evermay Wealth Management held 1,240 shares of Veralto worth $110K as of Q2 2026.
  • Evermay Wealth Management sold 231 Veralto shares in Q2 2026, an estimated $20.1K.
  • Veralto made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Evermay Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Evermay Wealth Management's Veralto position peaked at $257K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.