Perigon Wealth Management
VLTO icon

Perigon Wealth Management’s Veralto VLTO Stock Holding History

Perigon Wealth 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
Q3 		$860K Buy
9,120
+934
+11% +$89.2K 0.01% 656
2026
Q2 		$726K Sell
8,186
-330
-4% -$28.7K 0.01% 711
2026
Q1 		$753K Sell
8,516
-5,472
-39% -$520K 0.01% 625
2025
Q4 		$1.4M Buy
13,988
+10,359
+285% +$1.05M 0.03% 450
2025
Q3 		$387K Buy
+3,629
New +$383K 0.01% 842

Other funds holding VLTO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Defender Capital
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Perigon Wealth Management's VLTO Position: Q3 2026 in Review

Perigon Wealth Management increased its Veralto (VLTO) stake by 11% in Q3 2026, buying an estimated $89.2K and bringing the position to 9,120 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #656.

Perigon Wealth Management first reported a position in VLTO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q4 2025. 228 funds tracked by Wall St. Rank hold VLTO as of Q3 2026.

  • Perigon Wealth Management held 9,120 shares of Veralto worth $860K as of Q3 2026.
  • Perigon Wealth Management bought 934 Veralto shares in Q3 2026, an estimated $89.2K.
  • Veralto made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #656 holding.
  • Perigon Wealth Management first reported a position in Veralto in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Veralto position peaked at $1.4M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Veralto as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.