LI
VLTO icon

LRI Investments’s Veralto VLTO Stock Holding History

LRI 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 		$85.5K Sell
964
-1,570
-62% -$136K 0.01% 470
2026
Q1 		$224K Buy
2,534
+1,160
+84% +$110K 0.02% 270
2025
Q4 		$137K Buy
1,374
+98
+8% +$9.91K 0.01% 358
2025
Q3 		$136K Sell
1,276
-208
-14% -$21.9K 0.01% 362
2025
Q2 		$150K Sell
1,484
-29
-2% -$2.8K 0.01% 345
2025
Q1 		$147K Buy
1,513
+90
+6% +$8.98K 0.01% 323
2024
Q4 		$145K Sell
1,423
-169
-11% -$18K 0.01% 342
2024
Q3 		$164K Buy
1,592
+1,202
+308% +$127K 0.02% 320
2024
Q2 		$37.2K Buy
390
+253
+185% +$24.2K ﹤0.01% 513
2024
Q1 		$12.1K Buy
+137
New +$11.4K ﹤0.01% 468

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

LRI Investments's VLTO Position: Q2 2026 in Review

LRI Investments reduced its Veralto (VLTO) stake by 62% in Q2 2026, selling an estimated $136K and leaving 964 shares worth $85.5K. The position accounts for 0.01% of the portfolio, ranked #470.

LRI Investments first reported a position in VLTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $224K in Q1 2026. 377 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • LRI Investments held 964 shares of Veralto worth $85.5K as of Q2 2026.
  • LRI Investments sold 1,570 Veralto shares in Q2 2026, an estimated $136K.
  • Veralto made up 0.01% of LRI Investments's portfolio in Q2 2026, its #470 holding.
  • LRI Investments first reported a position in Veralto in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Veralto position peaked at $224K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.