Position in VLTO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$822,394
-$38,707 QoQ
Shares Held
9,301
+7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Mar 31, 2026Sargent Investment Group, LLC holds $1,103,347 across 2 Pollution & Treatment Controls names. VLTO ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLTO |
Veralto Corp
This page
|
9,301 | $822,394 | |
| 2 | ERII |
Energy Recovery, Inc.
|
27,900 | $280,953 |
All Filings in VLTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $822,394 | 9,301 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $861,101 | 8,630 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $794,173 | 7,867 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,996 | 6,629 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||