Sone Capital Management, LLC VLTO VERALTO CORP

Ownership history in Sone Capital Management, LLC  ·  6 quarters on record

AI Ownership Summary

Sone Capital Management, LLC reported VERALTO CORP (VLTO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.33% in 2026 Q1. The latest visible filing shows VLTO at 2.33% 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 Sone Capital 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
2026 Q1

VLTO was reported at 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Sone Capital Management, LLC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 314,528 +197,199 +168.1% 2.33% $27.8M 2026-05-15 $84.83
2025 Q4 ADDED 117,329 +33,946 +40.7% 0.95% $11.7M 2026-02-17 $92.06
2025 Q3 REDUCED 83,383 -2,512 -2.9% 0.74% $8.9M 2025-11-14 $98.50
2025 Q2 ADDED 85,895 +34,443 +66.9% 0.80% $8.7M 2025-08-14 $107.26
2025 Q1 REDUCED 48.1% +3.7% 51,452 -47,648 -48.1% 0.52% $5.0M 2025-05-15 $100.43
2024 Q4 INITIATED 99,100 1.28% $10.1M 2025-02-14 $97.40

FAQ About Sone Capital 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 Sone Capital Management, LLC reported owning VLTO?

Sone Capital Management, LLC reported VLTO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VLTO position in Sone Capital Management, LLC's portfolio?

The largest reported portfolio weight for VLTO was 2.33% in 2026 Q1.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2026 Q1, when Sone Capital Management, LLC reported 314,528 shares, equal to 2.33% of portfolio, with an estimated market value of $27.8M.

What does the chart on this VLTO ownership page compare?

The chart compares Sone Capital 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.

How well did Sone Capital Management, LLC time their VLTO position?

Based on 13F filing dates vs. subsequent VLTO price moves, Sone Capital Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on VLTO relative to SPY over the holding period was -24.2%.

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