VLTO β€” VERALTO CORP

Ownership history in Foresight Group Ltd Liability Partnership  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Foresight Group Ltd Liability Partnership reported a position in VERALTO CORP (VLTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.24% (2025 Q3)
πŸ“Š Avg. % of fund
2.03%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Foresight Group Ltd Liability Partnership Γ— VLTO AI Analytics

πŸ“‰ Foresight Group Ltd Liability Partnership underperformed the S&P 500 by –24.6% annually on this VLTO position. Timing score: 33% (1/3 decisions correct). Average cost basis: $97.13. Maximum drawdown during holding period: –6.3%.

πŸ“ˆ Position Alpha vs SPY
-24.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 24.6% ann.
3 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$97.13
+2.7% vs current ($99.78)

Best entry: $97.12 (2025 Q1)  Β·  Worst: $106.47 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–6.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Foresight Group Ltd Liability Partnership has been actively increasing its VLTO allocation β€” a bullish signal from insiders.
Currently 2.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VLTO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 139,497 -1,098 -0.8% 2.12% $14.1M $99.78
2025 Q3 ADDED 140,595 +94 +0.1% 2.24% $15.0M $106.47
2025 Q2 REDUCED 140,501 -4,828 -3.3% 2.01% $14.2M $100.71
2025 Q1 INITIATED 145,329 β€” β€” 1.76% $11.0M $97.12
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