BURLING WEALTH PARTNERS, LLC VLTO — VERALTO CORP COM SHS

Ownership history in BURLING WEALTH PARTNERS, LLC  ·  5 quarters on record

AI Ownership Summary

BURLING WEALTH PARTNERS, LLC reported VERALTO CORP COM SHS (VLTO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2025 Q1. The latest visible filing shows VLTO at 0.58% 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 BURLING WEALTH PARTNERS, LLC's position in VERALTO CORP COM 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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 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 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.

VLTO stock page BURLING WEALTH PARTNERS, LLC fund profile BURLING WEALTH PARTNERS, LLC full holdings
How BURLING WEALTH PARTNERS, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 37,447 +71 +0.2% 0.58% $3.7M 2026-02-06 $90.43
2025 Q3 ADDED — — — 37,376 +3,579 +10.6% 0.66% $4.0M 2025-11-07 $98.33
2025 Q2 ADDED — — — 33,797 +1,458 +4.5% 0.63% $3.4M 2025-08-08 $107.29
2025 Q1 ADDED — — — 32,339 +12,151 +60.2% 0.66% $3.2M 2025-05-02 $95.06
2024 Q4 INITIATED — — — 20,188 — — 0.42% $2.1M 2025-02-14 $97.40

🏢 Other funds also holding VLTO

As of 2026 Q1 — sorted by position size

Rudius Management LP 3Y 62.09% Defender Capital, LLC. 3Y 7.52% ECOFI INVESTISSEMENTS SA 3.91% Gates Capital Management, Inc. 3Y 7Y 2.61% HFR Wealth Management, LLC 3Y 2.4% Sone Capital Management, LLC 2.33% Goodman Financial Corp 3Y 7Y 2.21% Foresight Group Ltd Liability Partnership 2.17% Impax Asset Management Group plc 3Y 7Y 2.08% Triodos Investment Management BV 3Y 7Y 1.97%

FAQ About BURLING WEALTH PARTNERS, 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 BURLING WEALTH PARTNERS, LLC reported owning VLTO?

BURLING WEALTH PARTNERS, LLC reported VLTO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VLTO position in BURLING WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for VLTO was 0.66% in 2025 Q1.

What is the latest reported VLTO position on this page?

The most recent filing on this page is 2025 Q4, when BURLING WEALTH PARTNERS, LLC reported 37,447 shares, equal to 0.58% of portfolio, with an estimated market value of $3.7M.

What does the chart on this VLTO ownership page compare?

The chart compares BURLING WEALTH PARTNERS, 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 BURLING WEALTH PARTNERS, LLC time their VLTO position?

Based on 13F filing dates vs. subsequent VLTO price moves, BURLING WEALTH PARTNERS, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on VLTO relative to SPY over the holding period was -19.4%.

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