Carson Wealth (CWM LLC)
VNT icon

Carson Wealth (CWM LLC)’s Vontier VNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$480K Sell
13,540
-3,195
-19% -$123K ﹤0.01% 2046
2025
Q4 		$622K Sell
16,735
-21,078
-56% -$807K ﹤0.01% 1787
2025
Q3 		$1.59M Buy
37,813
+24,085
+175% +$991K ﹤0.01% 1191
2025
Q2 		$507K Buy
13,728
+11,758
+597% +$400K ﹤0.01% 1588
2025
Q1 		$65K Buy
1,970
+31
+2% +$1.13K ﹤0.01% 2758
2024
Q4 		$71K Buy
1,939
+75
+4% +$2.77K ﹤0.01% 2527
2024
Q3 		$63K Sell
1,864
-490
-21% -$17.4K ﹤0.01% 2530
2024
Q2 		$90K Sell
2,354
-139
-6% -$5.61K ﹤0.01% 2037
2024
Q1 		$113K Buy
2,493
+582
+30% +$22.7K ﹤0.01% 1805
2023
Q4 		$66K Buy
1,911
+843
+79% +$27.4K ﹤0.01% 2015
2023
Q3 		$33K Buy
1,068
+204
+24% +$6.28K ﹤0.01% 2355
2023
Q2 		$28K Buy
864
+4
+0.5% +$115 ﹤0.01% 2422
2023
Q1 		$24K Buy
860
+93
+12% +$2.25K ﹤0.01% 2383
2022
Q4 		$15K Buy
767
+12
+2% +$225 ﹤0.01% 2584
2022
Q3 		$13K Sell
755
-2,513
-77% -$56K ﹤0.01% 2534
2022
Q2 		$75K Buy
3,268
+1,299
+66% +$33.3K ﹤0.01% 1442
2022
Q1 		$50K Buy
1,969
+668
+51% +$17.7K ﹤0.01% 1612
2021
Q4 		$40K Buy
+1,301
New +$42.4K ﹤0.01% 1668
2021
Q2 		$41K Hold
1,261
– – ﹤0.01% 1481
2021
Q1 		$41K Hold
1,261
– – ﹤0.01% 1481
2020
Q4 		$41K Buy
+1,261
New +$38.9K ﹤0.01% 1481

Other funds holding VNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VNT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Vontier (VNT) stake by 19% in Q1 2026, selling an estimated $123K and leaving 13,540 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Carson Wealth (CWM LLC) first reported a position in VNT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.59M in Q3 2025. 489 funds tracked by Wall St. Rank hold VNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,540 shares of Vontier worth $480K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,195 Vontier shares in Q1 2026, an estimated $123K.
  • Vontier made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2046 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vontier in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Vontier position peaked at $1.59M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Vontier as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.