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Welch & Forbes’s Veralto VLTO Stock Holding History

Welch & Forbes’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 		$709K Sell
7,998
-380
-5% -$33K 0.01% 260
2026
Q1 		$741K Sell
8,378
-5,358
-39% -$509K 0.01% 244
2025
Q4 		$1.37M Sell
13,736
-661
-5% -$66.9K 0.02% 204
2025
Q3 		$1.53M Sell
14,397
-262
-2% -$27.6K 0.02% 196
2025
Q2 		$1.48M Sell
14,659
-2,451
-14% -$236K 0.02% 201
2025
Q1 		$1.67M Sell
17,110
-2,573
-13% -$257K 0.02% 192
2024
Q4 		$2M Sell
19,683
-3,246
-14% -$346K 0.03% 183
2024
Q3 		$2.56M Sell
22,929
-6,073
-21% -$642K 0.03% 170
2024
Q2 		$2.78M Sell
29,002
-8,460
-23% -$809K 0.04% 162
2024
Q1 		$3.32M Sell
37,462
-90,836
-71% -$7.53M 0.05% 149
2023
Q4 		$10.6M Buy
+128,298
New +$9.58M 0.16% 97

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
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
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
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

Welch & Forbes's VLTO Position: Q2 2026 in Review

Welch & Forbes reduced its Veralto (VLTO) stake by 4.5% in Q2 2026, selling an estimated $33K and leaving 7,998 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #260.

Welch & Forbes first reported a position in VLTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q4 2023. 358 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

  • Welch & Forbes held 7,998 shares of Veralto worth $709K as of Q2 2026.
  • Welch & Forbes sold 380 Veralto shares in Q2 2026, an estimated $33K.
  • Veralto made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #260 holding.
  • Welch & Forbes first reported a position in Veralto in Q4 2023 and has held it in 11 quarters since.
  • Welch & Forbes's Veralto position peaked at $10.6M in Q4 2023.
  • 358 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.