What smart money is saying about Veralto
VLTO
No fund has written a full thesis on Veralto in our archive, but 3 fund letters report a position in it — most recently Brown Advisory Large-Cap Sustainable Growth Strategy in June 2026.
Get an email when a fund writes about it
3
Reported positions
0
Bought
3
Sold
5
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Veralto — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 2 | 0 | 2 | 0 |
Fund activity · 3 positions · 3 moves
- June 2026
“We sold our positions in ServiceNow Inc (NOW) and Veralto Corp (VLTO) during the second quarter.”
Veralto - March 2026
“Veralto Corporation (VLTO) reported a modest fourth quarter earnings beat and a slight increase to guidance. Nevertheless, slowing longer-term revenue trends and M&A activity perceived as incremental were insufficient to justify additional upside at the prevailing valuation. Although we continue to regard Veralto as a high-quality business with strong competitive positions across its Water Quality and Product Identification segments, we exited the position during the quarter and reallocated capital into an opportunity we believe offers a more compelling risk/reward opportunity and stronger long-term growth prospects.”
Veralto - ExitedLarge-Cap GrowthMarch 2026
“ We exited Veralto (VLTO) as we saw more limited near-term growth and visibility relative to other areas of the portfolio.”
Veralto
Also mentioned · 2
These funds discuss Veralto — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedAristotle Value Equity StrategyJune 2026
“Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business. This evolution included the spinoffs of Fortive, Envista, and Veralto, as well as the acquisition and integration of key assets such as Pall, Cepheid, and Cytiva.”
Veralto - June 2026
“Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business.”
Veralto
Read the letters behind these Veralto positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger