Williams Jones Wealth Management’s Veralto VLTO Stock Holding History

Williams Jones 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	–	Sell	-126,873	Closed	-$11.2M	–	562
2026 Q1	$11.2M	Buy	126,873 +28,125	+28%	+$2.67M	0.14%	92
2025 Q4	$9.85M	Sell	98,748 -18,529	-16%	-$1.87M	0.11%	98
2025 Q3	$12.5M	Buy	117,277 +4,897	+4%	+$517K	0.14%	88
2025 Q2	$11.3M	Sell	112,380 -20,544	-15%	-$1.98M	0.14%	91
2025 Q1	$13M	Buy	132,924 +9,422	+8%	+$941K	0.17%	83
2024 Q4	$12.6M	Buy	123,502 +30,499	+33%	+$3.25M	0.15%	91
2024 Q3	$10.4M	Buy	93,003 +40,580	+77%	+$4.29M	0.12%	107
2024 Q2	$5M	Buy	52,423 +41,641	+386%	+$3.98M	0.06%	133
2024 Q1	$956K	Sell	10,782 -30,302	-74%	-$2.51M	0.01%	266
2023 Q4	$3.38M	Buy	+41,084	New	+$3.07M	0.05%	149

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Williams Jones Wealth Management's VLTO Position: Q2 2026 in Review

Williams Jones Wealth Management sold out of Veralto (VLTO) in Q2 2026, closing a stake of 126,873 shares — an estimated $11.2M sold.

Williams Jones Wealth Management first reported a position in VLTO in Q4 2023 and held it in 10 quarters. The position peaked at $13M in Q1 2025. 443 funds tracked by Wall St. Rank hold VLTO as of Q2 2026.

Williams Jones Wealth Management reported no remaining Veralto position as of Q2 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 126,873 Veralto shares in Q2 2026, an estimated $11.2M.
Williams Jones Wealth Management first reported a position in Veralto in Q4 2023 and held it in 10 quarters.
Williams Jones Wealth Management's Veralto position peaked at $13M in Q1 2025.
443 funds tracked by Wall St. Rank held Veralto as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.