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Dynamic Advisor Solutions’s Vontier VNT Stock Holding History

Dynamic Advisor Solutions’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 		$1.16M Buy
39,848
+7,880
+25% +$252K 0.03% 451
2026
Q1 		$1.13M Buy
31,968
+695
+2% +$26.8K 0.04% 431
2025
Q4 		$1.16M Sell
31,273
-442
-1% -$16.9K 0.04% 422
2025
Q3 		$1.33M Sell
31,715
-423
-1% -$17.4K 0.04% 406
2025
Q2 		$1.19M Buy
32,138
+2,455
+8% +$83.6K 0.04% 405
2025
Q1 		$975K Buy
+29,683
New +$1.08M 0.03% 424
2024
Q4 		– Sell
-27,418
Closed -$925K – 892
2024
Q3 		$925K Buy
27,418
+864
+3% +$30.7K 0.03% 474
2024
Q2 		$1.01M Sell
26,554
-649
-2% -$26.2K 0.03% 455
2024
Q1 		$1.23M Sell
27,203
-167
-0.6% -$6.51K 0.04% 397
2023
Q4 		$922K Sell
27,370
-575
-2% -$18.7K 0.03% 430
2023
Q3 		$864K Buy
27,945
+639
+2% +$19.7K 0.04% 388
2023
Q2 		$880K Buy
27,306
+522
+2% +$15K 0.05% 372
2023
Q1 		$732K Buy
26,784
+216
+0.8% +$5.22K 0.04% 390
2022
Q4 		$514K Buy
26,568
+2,391
+10% +$44.8K 0.04% 433
2022
Q3 		$404K Buy
24,177
+1,433
+6% +$31.9K 0.03% 436
2022
Q2 		$523K Buy
22,744
+2,767
+14% +$70.9K 0.04% 386
2022
Q1 		$507K Buy
19,977
+10,025
+101% +$265K 0.04% 432
2021
Q4 		$306K Buy
9,952
+2,825
+40% +$92K 0.02% 557
2021
Q3 		$239K Buy
7,127
+536
+8% +$18.2K 0.02% 641
2021
Q2 		$215K Buy
+6,591
New +$217K 0.02% 655

Other funds holding VNT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Dynamic Advisor Solutions's VNT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vontier (VNT) stake by 25% in Q2 2026, buying an estimated $252K and bringing the position to 39,848 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #451.

Dynamic Advisor Solutions first reported a position in VNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2025. 43 funds tracked by Wall St. Rank hold VNT as of Q2 2026.

  • Dynamic Advisor Solutions held 39,848 shares of Vontier worth $1.16M as of Q2 2026.
  • Dynamic Advisor Solutions bought 7,880 Vontier shares in Q2 2026, an estimated $252K.
  • Vontier made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #451 holding.
  • Dynamic Advisor Solutions first reported a position in Vontier in Q2 2021 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's Vontier position peaked at $1.33M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Vontier as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.