VLTO β€” VERALTO CORP

Ownership history in MARSHALL & SULLIVAN INC /WA/  Β·  4 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported VERALTO CORP (VLTO) in 4 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows VLTO at 0.04% 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 MARSHALL & SULLIVAN INC /WA/'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 Q2

VLTO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2023 Q4

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 Q2

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 MARSHALL & SULLIVAN INC /WA/ held VLTO β€” position size vs. price
% of Fund (quarterly)    VLTO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 737 -1,423 -65.9% 0.04% $74K 2025-07-11 $101.54
2024 Q2 REDUCED 2,160 -848 -28.2% 0.10% $206K 2024-07-12 $97.98
2024 Q1 REDUCED 3,008 -1,414 -32.0% 0.13% $267K 2024-04-10 $87.42
2023 Q4 INITIATED 4,422 β€” β€” 0.19% $364K 2024-01-11 $75.33

🏒 Other funds also holding VLTO

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 0.06% NEVILLE RODIE & SHAW INC 3Y 7Y 0.05% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About MARSHALL & SULLIVAN INC /WA/ and VLTO

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning VLTO?

MARSHALL & SULLIVAN INC /WA/ reported VLTO across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported VLTO position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for VLTO was 0.19% in 2023 Q4.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2025 Q2, when MARSHALL & SULLIVAN INC /WA/ reported 737 shares, equal to 0.04% of portfolio, with an estimated market value of $74K.

What does the chart on this VLTO ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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