Concord Wealth Partners’s Vontier VNT Stock Holding History

Concord Wealth Partners’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 Q2	$14.5K	Buy	+500	New	+$16K	﹤0.01%	523
2026 Q1	–	Sell	-500	Closed	-$18.6K	–	764
2025 Q4	$18.6K	Hold	500	–	–	﹤0.01%	452
2025 Q3	$21K	Hold	500	–	–	﹤0.01%	450
2025 Q2	$18.4K	Hold	500	–	–	﹤0.01%	475
2025 Q1	$16.4K	Sell	500 -24	-5%	-$874	﹤0.01%	457
2024 Q4	$19.1K	Hold	524	–	–	﹤0.01%	461
2024 Q3	$17.7K	Buy	524 +24	+5%	+$853	﹤0.01%	491
2024 Q2	$19.1K	Hold	500	–	–	﹤0.01%	432
2024 Q1	$22.7K	Hold	500	–	–	﹤0.01%	472
2023 Q4	$17.3K	Hold	500	–	–	﹤0.01%	502
2023 Q3	$15.5K	Buy	+500	New	+$15.4K	﹤0.01%	548
2022 Q3	–	Sell	-143	Closed	-$3K	–	1119
2022 Q2	$3K	Sell	143 -2,021	-93%	-$51.8K	﹤0.01%	973
2022 Q1	$55K	Sell	2,164 -152	-7%	-$4.02K	0.01%	415
2021 Q4	$71K	Buy	2,316 +2,012	+662%	+$65.5K	0.02%	380
2021 Q3	$10K	Sell	304 -2,018	-87%	-$68.5K	﹤0.01%	475
2021 Q2	$76K	Buy	2,322 +1,278	+122%	+$42.1K	0.02%	282
2021 Q1	$32K	Buy	+1,044	New	+$34.1K	0.01%	409

Other funds holding VNT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's VNT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vontier (VNT) in Q2 2026: 500 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VNT as recently as Q4 2025.

Concord Wealth Partners first reported a position in VNT in Q1 2021 and has held it in 17 quarters since. The position peaked at $76K in Q2 2021. 454 funds tracked by Wall St. Rank hold VNT as of Q2 2026.

Concord Wealth Partners held 500 shares of Vontier worth $14.5K as of Q2 2026.
Vontier was a new Concord Wealth Partners position in Q2 2026.
Vontier made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #523 holding.
Concord Wealth Partners first reported a position in Vontier in Q1 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Vontier position peaked at $76K in Q2 2021.
454 funds tracked by Wall St. Rank held Vontier as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.