Ipswich Investment Management’s Veralto VLTO Stock Holding History

Ipswich Investment 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	$354K	Sell	3,997 -149	-4%	-$12.9K	0.07%	145
2026 Q1	$367K	Sell	4,146 -6	-0.1%	-$570	0.09%	143
2025 Q4	$414K	Sell	4,152 -84	-2%	-$8.5K	0.1%	135
2025 Q3	$452K	Sell	4,236 -44	-1%	-$4.64K	0.11%	128
2025 Q2	$432K	Buy	4,280 +84	+2%	+$8.1K	0.1%	128
2025 Q1	$409K	Buy	4,196 +415	+11%	+$41.4K	0.1%	131
2024 Q4	$385K	Sell	3,781 -156	-4%	-$16.6K	0.09%	138
2024 Q3	$440K	Sell	3,937 -10	-0.3%	-$1.06K	0.1%	133
2024 Q2	$377K	Buy	3,947 +175	+5%	+$16.7K	0.09%	140
2024 Q1	$334K	Buy	3,772 +91	+2%	+$7.55K	0.08%	154
2023 Q4	$303K	Buy	+3,681	New	+$275K	0.08%	154

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ipswich Investment Management's VLTO Position: Q2 2026 in Review

Ipswich Investment Management reduced its Veralto (VLTO) stake by 3.6% in Q2 2026, selling an estimated $12.9K and leaving 3,997 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #145.

Ipswich Investment Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $452K in Q3 2025. 420 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Ipswich Investment Management held 3,997 shares of Veralto worth $354K as of Q2 2026.
Ipswich Investment Management sold 149 Veralto shares in Q2 2026, an estimated $12.9K.
Veralto made up 0.07% of Ipswich Investment Management's portfolio in Q2 2026, its #145 holding.
Ipswich Investment Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Ipswich Investment Management's Veralto position peaked at $452K in Q3 2025.
420 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.