VLTO β€” Veralto Corp

Ownership history in HFR Wealth Management, LLC  Β·  9 quarters on record

AI Ownership Summary

HFR Wealth Management, LLC reported Veralto Corp (VLTO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.87% in 2025 Q3. The latest visible filing shows VLTO at 2.66% 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 HFR Wealth Management, LLC'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
2025 Q4

VLTO was reported at 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.87% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How HFR Wealth Management, LLC held VLTO β€” position size vs. price
% of Fund (quarterly)    VLTO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 112,991 -4,274 -3.6% 2.66% $11.3M 2026-02-14 (Est.) $92.54
2025 Q3 ADDED 117,265 +105,616 +906.7% 2.87% $12.5M 2025-11-10 $98.13
2025 Q2 REDUCED 11,649 -66 -0.6% 0.28% $1.2M 2025-08-12 $108.56
2025 Q1 REDUCED 11,715 -37 -0.3% 0.28% $1.1M 2025-05-13 $99.91
2024 Q4 REDUCED 11,752 -144 -1.2% 0.30% $1.2M 2025-02-06 $97.99
2024 Q3 REDUCED 11,896 -61 -0.5% 0.32% $1.3M 2024-11-12 $103.17
2024 Q2 REDUCED 11,957 -76 -0.6% 0.29% $1.1M 2024-08-14 $107.81
2024 Q1 REDUCED 12,033 -246 -2.0% 0.27% $1.1M 2024-05-13 $95.17
2023 Q4 INITIATED 12,279 β€” β€” 0.27% $1.0M 2024-02-13 $81.50

FAQ About HFR Wealth Management, LLC and VLTO

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

How long has HFR Wealth Management, LLC reported owning VLTO?

HFR Wealth Management, LLC reported VLTO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VLTO position in HFR Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VLTO was 2.87% in 2025 Q3.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2025 Q4, when HFR Wealth Management, LLC reported 112,991 shares, equal to 2.66% of portfolio, with an estimated market value of $11.3M.

What does the chart on this VLTO ownership page compare?

The chart compares HFR Wealth Management, LLC'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.

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