What smart money is saying about Veralto Corp.
1 fund in our archive has pitched Veralto Corp. — most recently Weitz Investments Large Cap Equity Fund in June 2026.
Veralto Corporation is a global provider specializing in critical solutions across water quality management, brand protection, and packaging aesthetics. Its operations are structured into two primary divisions: Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment delivers advanced instrumentation and treatment technologies designed for the precise measurement, analysis, and purification of water. These solutions cater to a broad spectrum of applications, from residential and commercial settings to municipal systems, industrial processes, research facilities, and natural environments. Esteemed brands like Hach, Trojan Technologies, and ChemTreat fall under this segment, which also supplies essential chemical reagents, support services, and digital tools for comprehensive water management. The PQI segment focuses on enhancing product integrity and brand appeal. It provides critical marking and coding systems for packaged consumer goods and associated consumables. Its offerings extend to comprehensive software for managing digital assets, marketing resources, and product information, alongside inline printing systems for direct application on products and packaging. Furthermore, PQI supplies sophisticated design software and imaging technology for innovative packaging development, as well as color management tools for both printed materials and a wide array of consumer and industrial products. The segment also establishes color standards crucial for the design sector, operating through well-known brands such as Videojet, Linx, Esko, X-Rite, and Pantone. Veralto's diverse clientele includes municipal utility providers, the food and beverage sector, pharmaceutical companies, and various industrial enterprises. Established in 2022, Veralto Corporation, which was previously known as DH EAS Holding Corp. before adopting its current name in February 2023, maintains its corporate headquarters in Waltham, Massachusetts.
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Fund signal · last 12 months
9 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2025 and Q2 2026, 9 fund letters reported a position in Veralto Corp., with 3 buys (opened or added) and 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 2 | 1 | 1 |
| Q1 2026 | 2 | 0 | 2 | 0 |
| Q4 2025 | 2 | 1 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 9 moves
- June 2026
“We sold our positions in ServiceNow Inc (NOW) and Veralto Corp (VLTO) during the second quarter.”
Veralto Corp. - New positionDiamond Hill Small-Mid Cap FundJune 2026
“• Water testing and treatment provider Veralto was spun out of Danaher in late 2023. We initiated a position as we believe the market has underappreciated the company’s resilient business model, strong profitability and disciplined capital allocation amid the current chase for revenue growth in data center-related industries.”
Veralto Corp. - New positionDiamond Hill Long-Short FundJune 2026
“• Water testing and treatment provider Veralto was spun out of Danaher in late 2023. We initiated a position as we believe the market has underappreciated the company’s resilient business model, strong profitability and disciplined capital allocation amid the current chase for revenue growth in data center-related industries.”
Veralto Corp. - New positionWeitz Investments Large Cap Equity FundJune 2026
“We bought new positions in Martin Marietta Materials and Veralto during the quarter.”
Veralto Corp. - New positionDiamond Hill Mid Cap FundJune 2026
“• Water testing and treatment provider Veralto was spun out of Danaher in late 2023. We initiated a position as we believe the market has underappreciated the company’s resilient business model, strong profitability and disciplined capital allocation amid the current chase for revenue growth in data center-related industries.”
Veralto Corp. - 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 Corp. - 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 Corp. - TrimmedMar Vista US Quality PremierDecember 2025
“Berkshire Hathaway Inc. (BRK), American Tower (AMT) and Veralto (VLTO) were sold during Quality Premier’s quarter-end rebalance to decrease the number of holdings in Tier 3 and increase the weight in higher conviction positions.”
Veralto Corp. - December 2025
“Portfolio Changes: Purchases/Additions POOL Corp – The strategy initiated a position in this world’s largest distributor of pool equipment, as explained further in this letter. Veralto – The strategy added to water test, analytics and treatment leader Veralto as the stock showed potential upside to our risk adjusted returns following underperformance, despite continued strong operating performance.”
Veralto Corp.
Also mentioned · 2
These funds discuss Veralto Corp. — 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 Corp. - June 2026
“Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business.”
Veralto Corp.
Fund coverage · 1 thesis
Veralto has leading market positions, enviable economics, and a clear path to organic growth and margin expansion.
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