Segment Wealth Management’s Veralto VLTO Stock Holding History

Segment 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	$766K	Sell	8,633 -43	-0.5%	-$3.73K	0.04%	193
2026 Q1	$767K	Sell	8,676 -1,948	-18%	-$185K	0.05%	183
2025 Q4	$1.06M	Sell	10,624 -5	-0%	-$506	0.06%	161
2025 Q3	$1.13M	Sell	10,629 -278	-3%	-$29.3K	0.07%	154
2025 Q2	$1.1M	Sell	10,907 -1,025	-9%	-$98.9K	0.07%	150
2025 Q1	$1.16M	Sell	11,932 -446	-4%	-$44.5K	0.08%	141
2024 Q4	$1.26M	Sell	12,378 -1,460	-11%	-$156K	0.09%	132
2024 Q3	$1.55M	Sell	13,838 -109	-0.8%	-$11.5K	0.11%	119
2024 Q2	$1.33M	Sell	13,947 -330	-2%	-$31.6K	0.1%	127
2024 Q1	$1.27M	Sell	14,277 -222	-2%	-$18.4K	0.1%	129
2023 Q4	$1.19M	Buy	+14,499	New	+$1.08M	0.11%	123

Other funds holding VLTO

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Segment Wealth Management's VLTO Position: Q2 2026 in Review

Segment Wealth Management reduced its Veralto (VLTO) stake by 0.5% in Q2 2026, selling an estimated $3.73K and leaving 8,633 shares worth $766K. The position accounts for 0.04% of the portfolio, ranked #193.

Segment Wealth Management first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2024. 176 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Segment Wealth Management held 8,633 shares of Veralto worth $766K as of Q2 2026.
Segment Wealth Management sold 43 Veralto shares in Q2 2026, an estimated $3.73K.
Veralto made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #193 holding.
Segment Wealth Management first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
Segment Wealth Management's Veralto position peaked at $1.55M in Q3 2024.
176 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.