Veritas Asset Management Q2 2026 Portfolio Activity
This analysis details observable purchases and sales by Veritas Asset Management Llp in the second quarter of 2026, based on available data.
As reported for the period ending June 30th, 2026 (Q2), Veritas Asset Management Llp managed a substantial portfolio valued at approximately $5.56 billion.
The investor demonstrated significant activity across various sectors during this quarter. In Financial Services, notable changes included large reductions in holdings of AON PLC and Mastercard Incorporated, alongside decreases for Canadian Pacific Kansas City (CP) and MASTERCARD INCORPORATED (MA). Conversely, Veritas significantly increased its position in S&P GLOBAL INC (SPGI), Vulcan Materials Company (VMC), Striker Corporation (SYK), and Otis Worldwide Corp (OTIS).
In Healthcare, UnitedHealth Group Inc (UNH) saw the largest reduction, with a nearly 43% decrease in shares. Other significant exits included Elevance Health Inc (ELV) and Becton Dickinson & Co (BDX). On the positive side, Veritas added considerable stakes to Waters Corp (WAT), Vulcan Materials Company (VMC), Striker Corporation (SYK), and Otis Worldwide Corp (OTIS).
Technology sector holdings also experienced notable shifts. Microsoft Corp (MSFT) was sold significantly, while Salesforce Inc (CRM) saw a complete exit from its position in the portfolio.
The Consumer Cyclical sector showed a decrease for Amazon.com Inc (AMZN), and Basic Materials saw no change reported for Vulcan Materials Company (VMC). Consumer Defensive remained unchanged at $9.3 million.
Overall, Veritas Asset Management Llp appears to have focused on acquiring positions in companies like S&P GLOBAL INC, VULCAN MATLS CO, STRYKER CORP, and OTIS WORLDWIDE CORP while strategically reducing exposure to CRM, AON PLC, MASTERCARD INCORPORATED (MA), UNH, ELV, BDX, WATERS CORP (WAT), AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT), and Canadian Pacific Kansas City (CP). For more details on Veritas Asset Management Llp's portfolio or individual stock holdings like S&P GLOBAL INC (SPGI) or VULCAN MATLS CO (VMC), please refer to the respective pages on Insiderset.