LMCG Investments’s Veralto VLTO Stock Holding History

LMCG Investments’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	$263K	Sell	2,966 -52	-2%	-$4.52K	0.01%	212
2026 Q1	$267K	Sell	3,018 -2,048	-40%	-$195K	0.02%	207
2025 Q4	$505K	Sell	5,066 -125	-2%	-$12.6K	0.03%	183
2025 Q3	$553K	Sell	5,191 -109	-2%	-$11.5K	0.03%	182
2025 Q2	$535K	Sell	5,300 -166	-3%	-$16K	0.03%	186
2025 Q1	$533K	Sell	5,466 -296	-5%	-$29.5K	0.04%	189
2024 Q4	$587K	Sell	5,762 -982	-15%	-$105K	0.04%	192
2024 Q3	$754K	Sell	6,744 -624	-8%	-$65.9K	0.05%	172
2024 Q2	$703K	Sell	7,368 -967	-12%	-$92.5K	0.04%	223
2024 Q1	$739K	Sell	8,335 -12,142	-59%	-$1.01M	0.04%	231
2023 Q4	$1.68M	Buy	+20,477	New	+$1.53M	0.1%	170

Other funds holding VLTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LMCG Investments's VLTO Position: Q2 2026 in Review

LMCG Investments reduced its Veralto (VLTO) stake by 1.7% in Q2 2026, selling an estimated $4.52K and leaving 2,966 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #212.

LMCG Investments first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2023. 525 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

LMCG Investments held 2,966 shares of Veralto worth $263K as of Q2 2026.
LMCG Investments sold 52 Veralto shares in Q2 2026, an estimated $4.52K.
Veralto made up 0.01% of LMCG Investments's portfolio in Q2 2026, its #212 holding.
LMCG Investments first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
LMCG Investments's Veralto position peaked at $1.68M in Q4 2023.
525 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.