MassMutual Private Wealth & Trust’s Veralto VLTO Stock Holding History

MassMutual Private Wealth & Trust’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	$62.4K	Sell	704 -1,000	-59%	-$86.8K	﹤0.01%	714
2026 Q1	$151K	Sell	1,704 -1,712	-50%	-$163K	﹤0.01%	490
2025 Q4	$341K	Sell	3,416 -48	-1%	-$4.86K	0.01%	361
2025 Q3	$369K	Buy	3,464 +32	+0.9%	+$3.38K	0.01%	352
2025 Q2	$346K	Buy	3,432 +43	+1%	+$4.15K	0.01%	368
2025 Q1	$330K	Buy	3,389 +641	+23%	+$64K	0.01%	364
2024 Q4	$280K	Sell	2,748 -856	-24%	-$91.2K	0.01%	400
2024 Q3	$403K	Sell	3,604 -81	-2%	-$8.56K	0.01%	329
2024 Q2	$352K	Buy	3,685 +249	+7%	+$23.8K	0.01%	342
2024 Q1	$305K	Sell	3,436 -33	-1%	-$2.74K	0.01%	339
2023 Q4	$285K	Buy	+3,469	New	+$259K	0.01%	339

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

MassMutual Private Wealth & Trust's VLTO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Veralto (VLTO) stake by 59% in Q2 2026, selling an estimated $86.8K and leaving 704 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

MassMutual Private Wealth & Trust first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q3 2024. 377 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

MassMutual Private Wealth & Trust held 704 shares of Veralto worth $62.4K as of Q2 2026.
MassMutual Private Wealth & Trust sold 1,000 Veralto shares in Q2 2026, an estimated $86.8K.
Veralto made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #714 holding.
MassMutual Private Wealth & Trust first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Veralto position peaked at $403K in Q3 2024.
377 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.