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Robertson Stephens Wealth Management’s Veralto VLTO Stock Holding History

Robertson Stephens 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
Q2 		$216K Sell
2,427
-30
-1% -$2.6K 0.01% 603
2026
Q1 		$218K Sell
2,457
-26
-1% -$2.47K 0.01% 572
2025
Q4 		$248K Sell
2,483
-116
-4% -$11.7K 0.01% 556
2025
Q3 		$277K Sell
2,599
-289
-10% -$30.5K 0.01% 460
2025
Q2 		$292K Sell
2,888
-73
-2% -$7.04K 0.01% 462
2025
Q1 		$289K Sell
2,961
-850
-22% -$84.8K 0.01% 458
2024
Q4 		$389K Sell
3,811
-503
-12% -$53.6K 0.01% 414
2024
Q3 		$483K Sell
4,314
-1,578
-27% -$167K 0.02% 421
2024
Q2 		$563K Sell
5,892
-1,251
-18% -$120K 0.03% 318
2024
Q1 		$634K Sell
7,143
-114
-2% -$9.45K 0.03% 302
2023
Q4 		$598K Sell
7,257
-54
-0.7% -$4.03K 0.04% 282
2023
Q3 		$622K Buy
+7,311
New +$609K 0.04% 270

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Robertson Stephens Wealth Management's VLTO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Veralto (VLTO) stake by 1.2% in Q2 2026, selling an estimated $2.6K and leaving 2,427 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #603.

Robertson Stephens Wealth Management first reported a position in VLTO in Q3 2023 and has held it in 12 quarters since. The position peaked at $634K in Q1 2024. 402 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,427 shares of Veralto worth $216K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 30 Veralto shares in Q2 2026, an estimated $2.6K.
  • Veralto made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Robertson Stephens Wealth Management first reported a position in Veralto in Q3 2023 and has held it in 12 quarters since.
  • Robertson Stephens Wealth Management's Veralto position peaked at $634K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.