Union Bancaire Privee’s Veralto VLTO Stock Holding History

Union Bancaire Privee’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	$2.69M	Buy	30,465 +2,431	+9%	+$211K	0.03%	215
2026 Q1	$2.38M	Buy	28,034 +388	+1%	+$36.9K	0.03%	205
2025 Q4	$2.81M	Sell	27,646 -3,579	-11%	-$362K	0.03%	191
2025 Q3	$3.27M	Buy	31,225 +2,373	+8%	+$250K	0.05%	158
2025 Q2	$2.92M	Buy	28,852 +1,360	+5%	+$131K	0.04%	158
2025 Q1	$2.69M	Buy	27,492 +289	+1%	+$28.8K	0.05%	155
2024 Q4	$2.81M	Buy	+27,203	New	+$2.9M	0.05%	166

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

Union Bancaire Privee's VLTO Position: Q2 2026 in Review

Union Bancaire Privee increased its Veralto (VLTO) stake by 8.7% in Q2 2026, buying an estimated $211K and bringing the position to 30,465 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #215.

Union Bancaire Privee first reported a position in VLTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q3 2025. 358 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Union Bancaire Privee held 30,465 shares of Veralto worth $2.69M as of Q2 2026.
Union Bancaire Privee bought 2,431 Veralto shares in Q2 2026, an estimated $211K.
Veralto made up 0.03% of Union Bancaire Privee's portfolio in Q2 2026, its #215 holding.
Union Bancaire Privee first reported a position in Veralto in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Veralto position peaked at $3.27M in Q3 2025.
358 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.