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Estate Planners Group’s Vontier VNT Stock Holding History

Estate Planners Group’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 		– Sell
-6,531
Closed -$243K – 403
2025
Q4 		$243K Buy
+6,531
New +$250K 0.11% 63

Other funds holding VNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 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

Estate Planners Group's VNT Position: Q1 2026 in Review

Estate Planners Group sold out of Vontier (VNT) in Q1 2026, closing a stake of 6,531 shares — an estimated $243K sold.

Estate Planners Group first reported a position in VNT in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 492 funds tracked by Wall St. Rank hold VNT as of Q1 2026.

  • Estate Planners Group reported no remaining Vontier position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 6,531 Vontier shares in Q1 2026, an estimated $243K.
  • Estate Planners Group first reported a position in Vontier in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vontier position peaked at $243K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Vontier as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.