Choate Investment Advisors’s Vontier VNT Stock Holding History

Choate Investment Advisors’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	$1.63M	Sell	45,817 -29,992	-40%	-$1.15M	0.03%	184
2025 Q4	$2.82M	Sell	75,809 -9,983	-12%	-$382K	0.06%	128
2025 Q3	$3.6M	Sell	85,792 -5,927	-6%	-$244K	0.07%	104
2025 Q2	$3.38M	Sell	91,719 -1,614	-2%	-$55K	0.07%	107
2025 Q1	$3.07M	Sell	93,333 -325	-0.3%	-$11.8K	0.08%	106
2024 Q4	$3.42M	Sell	93,658 -1,790	-2%	-$66.1K	0.08%	105
2024 Q3	$3.22M	Sell	95,448 -1,706	-2%	-$60.6K	0.08%	104
2024 Q2	$3.71M	Buy	97,154 +6,779	+8%	+$273K	0.1%	98
2024 Q1	$4.1M	Buy	90,375 +4,088	+5%	+$159K	0.11%	96
2023 Q4	$2.98M	Buy	+86,287	New	+$2.81M	0.09%	109

Other funds holding VNT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return