Position in VLTO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$173,455
-$28,311 QoQ
Shares Held
1,956
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 970 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $434,596 across 7 Pollution & Treatment Controls names. VLTO ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
|
4,674 | $236,174 | |
| 2 | VLTO |
Veralto Corp
This page
|
1,956 | $173,455 | |
| 3 | CECO |
Ceco Environmental Corp
|
123 | $11,158 | |
| 4 | PCT |
PureCycle Technologies, Inc.
|
579 | $4,694 | |
| 5 | ARQ |
Arq, Inc.
|
1,812 | $4,618 | |
| 6 | CDZI |
Cadiz Inc
|
621 | $2,595 | |
| 7 | ERII |
Energy Recovery, Inc.
|
211 | $1,902 |
All Filings in VLTO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,455 | 1,956 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $201,766 | 2,282 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $322,982 | 3,237 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $380,169 | 3,566 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $252,574 | 2,502 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $58,369 | 599 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $107,345 | 1,054 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $94,072 | 841 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $81,719 | 856 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $71,812 | 810 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $14,558 | 177 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||