Position in VLTO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$685,762
-$56,081 QoQ
Shares Held
7,733
-7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 968 holders
Holding Since
Dec 2023
11 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, 2026Sequoia Financial Advisors, LLC holds $5,699,504 across 4 Pollution & Treatment Controls names. VLTO ranks #2 (12.0% of the industry book) .
All Filings in VLTO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,762 | 7,733 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $741,843 | 8,390 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $779,381 | 7,811 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,205,119 | 11,304 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,008,692 | 9,992 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $601,071 | 6,168 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $640,025 | 6,284 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $629,324 | 5,626 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $516,110 | 5,406 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $466,706 | 5,264 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $385,799 | 4,690 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||