VLTO β€” Veralto Ord Shs

Ownership history in O'Brien Greene & Co. Inc  Β·  9 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported Veralto Ord Shs (VLTO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.01% in 2024 Q3. The latest visible filing shows VLTO at 1.94% 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 O'Brien Greene & Co. Inc's position in Veralto Ord Shs, 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 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% 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
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 O'Brien Greene & Co. Inc 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 ADDED 65,556 +8,819 +15.5% 1.94% $6.5M 2026-02-14 (Est.) $92.54
2025 Q3 ADDED 56,737 +214 +0.4% 1.86% $6.0M 2025-11-10 $98.13
2025 Q2 REDUCED 56,523 -1,331 -2.3% 1.87% $5.7M 2025-08-06 $107.23
2025 Q1 ADDED 57,854 +20 +0.0% 1.89% $5.6M 2025-05-12 $99.99
2024 Q4 ADDED 57,834 +145 +0.3% 1.91% $5.9M 2025-02-03 $100.71
2024 Q3 REDUCED 57,689 -3,188 -5.2% 2.01% $6.5M 2024-11-15 $102.10
2024 Q2 ADDED 60,877 +8,471 +16.2% 1.84% $5.8M 2024-08-12 $105.80
2024 Q1 ADDED 52,406 +2,057 +4.1% 1.53% $4.6M 2024-05-02 $93.16
2023 Q4 INITIATED 50,349 β€” β€” 1.46% $4.1M 2024-02-02 $76.20

FAQ About O'Brien Greene & Co. 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 O'Brien Greene & Co. Inc reported owning VLTO?

O'Brien Greene & Co. Inc reported VLTO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VLTO position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for VLTO was 2.01% in 2024 Q3.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 65,556 shares, equal to 1.94% of portfolio, with an estimated market value of $6.5M.

What does the chart on this VLTO ownership page compare?

The chart compares O'Brien Greene & Co. 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.

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