Lipe & Dalton’s Veralto VLTO Stock Holding History

Lipe & Dalton’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	$570K	Sell	6,428 -83	-1%	-$7.21K	0.27%	54
2026 Q1	$576K	Sell	6,511 -399	-6%	-$37.9K	0.3%	50
2025 Q4	$689K	Sell	6,910 -33	-0.5%	-$3.34K	0.34%	52
2025 Q3	$740K	Sell	6,943 -37	-0.5%	-$3.9K	0.37%	55
2025 Q2	$705K	Sell	6,980 -175	-2%	-$16.9K	0.38%	55
2025 Q1	$697K	Hold	7,155	–	–	0.39%	55
2024 Q4	$729K	Hold	7,155	–	–	0.39%	54
2024 Q3	$800K	Sell	7,155 -33	-0.5%	-$3.49K	0.4%	56
2024 Q2	$686K	Sell	7,188 -238	-3%	-$22.8K	0.37%	58
2024 Q1	$658K	Sell	7,426 -16	-0.2%	-$1.33K	0.34%	60
2023 Q4	$612K	Buy	+7,442	New	+$556K	0.33%	57

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

Lipe & Dalton's VLTO Position: Q2 2026 in Review

Lipe & Dalton reduced its Veralto (VLTO) stake by 1.3% in Q2 2026, selling an estimated $7.21K and leaving 6,428 shares worth $570K. The position accounts for 0.27% of the portfolio, ranked #54.

Lipe & Dalton first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $800K in Q3 2024. 377 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Lipe & Dalton held 6,428 shares of Veralto worth $570K as of Q2 2026.
Lipe & Dalton sold 83 Veralto shares in Q2 2026, an estimated $7.21K.
Veralto made up 0.27% of Lipe & Dalton's portfolio in Q2 2026, its #54 holding.
Lipe & Dalton first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Lipe & Dalton's Veralto position peaked at $800K in Q3 2024.
377 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.