FERGUSON WELLMAN CAPITAL MANAGEMENT, INC VLTO — Veralto Corp

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  ·  8 quarters on record

AI Ownership Summary

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported Veralto Corp (VLTO) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.91% in 2024 Q3. The latest visible filing shows VLTO at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VLTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's position in Veralto Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VLTO was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VLTO stock page FERGUSON WELLMAN CAPITAL MANAGEMENT, INC fund profile FERGUSON WELLMAN CAPITAL MANAGEMENT, INC full holdings
How FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held VLTO — position size vs. price
% of Fund (quarterly)    VLTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 531,988 +525,268 +7816.5% 0.60% $50.2M 2026-10-05 $96.57
2025 Q4 REDUCED 41.3% -11.2% ✅ 6,720 -4,720 -41.3% 0.01% $671K 2026-01-13 $101.33
2025 Q3 REDUCED 97.5% -4.8% ✅ 11,440 -441,867 -97.5% 0.02% $1.2M 2025-10-23 $104.28
2025 Q2 ADDED — — — 453,307 +21,186 +4.9% 0.81% $45.8M 2025-07-10 $102.45
2025 Q1 ADDED — — — 432,121 +13,628 +3.3% 0.82% $42.1M 2025-04-16 $88.64
2024 Q4 ADDED — — — 418,493 +32,115 +8.3% 0.81% $42.6M 2025-01-29 $101.94
2024 Q3 REDUCED 6.2% -8.8% ✅ 386,378 -25,725 -6.2% 0.91% $43.2M 2024-10-18 $112.47
2024 Q2 INITIATED — — — 412,103 — — 0.80% $39.3M 2024-07-16 $98.14

🏢 Other funds also holding VLTO

As of 2026 Q3 — sorted by position size

Defender Capital, LLC. 3Y 7Y 7.29% HALL LAURIE J TRUSTEE 3Y 7Y 0.98% Border to Coast Pensions Partnership Ltd 3Y 0.48% Family Legacy Financial Solutions, LLC 0.42% Lincoln Capital LLC 3Y 7Y 0.35% Dorato Capital Management 0.13% Mirador Capital Partners LP 3Y 7Y 0.08% YHB Investment Advisors, Inc. 3Y 7Y 0.08% EASTERN BANK 3Y 7Y 0.05% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.05%

FAQ About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC and VLTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported owning VLTO?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported VLTO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VLTO position in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for VLTO was 0.91% in 2024 Q3.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2026 Q3, when FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 531,988 shares, equal to 0.60% of portfolio, with an estimated market value of $50.2M.

What does the chart on this VLTO ownership page compare?

The chart compares FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's quarterly VLTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FERGUSON WELLMAN CAPITAL MANAGEMENT, INC time their VLTO position?

Based on 13F filing dates vs. subsequent VLTO price moves, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on VLTO relative to SPY over the holding period was -12.0%.

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