Position in VLTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,641,643
-$150,071 QoQ
Shares Held
41,065
-4.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#263
of 968 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $3,884,383 across 2 Pollution & Treatment Controls names. VLTO ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLTO |
Veralto Corp
This page
|
41,065 | $3,641,643 | |
| 2 | PCT |
PureCycle Technologies, Inc.
|
29,931 | $242,740 |
All Filings in VLTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,641,643 | 41,065 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,791,714 | 42,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,390,219 | 43,999 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,379,538 | 41,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,780,173 | 37,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,291,470 | 33,776 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||