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Mark Sheptoff Financial Planning’s Vontier VNT Stock Holding History

Mark Sheptoff Financial Planning’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 		$6.28K Buy
180
+100
+125% +$3.85K ﹤0.01% 410
2025
Q4 		$2.97K Hold
80
– – ﹤0.01% 464
2025
Q3 		$3.36K Hold
80
– – ﹤0.01% 434
2025
Q2 		$2.95K Hold
80
– – ﹤0.01% 441
2025
Q1 		$2.63K Hold
80
– – ﹤0.01% 403
2024
Q4 		$2.92K Hold
80
– – ﹤0.01% 389
2024
Q3 		$2.7K Hold
80
– – ﹤0.01% 388
2024
Q2 		$3.06K Hold
80
– – ﹤0.01% 380
2024
Q1 		$3.63K Buy
+80
New +$3.12K ﹤0.01% 347

Other funds holding VNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's VNT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Vontier (VNT) stake by 125% in Q1 2026, buying an estimated $3.85K and bringing the position to 180 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Mark Sheptoff Financial Planning first reported a position in VNT in Q1 2024 and has held it in 9 quarters since. 486 funds tracked by Wall St. Rank hold VNT as of Q1 2026.

  • Mark Sheptoff Financial Planning held 180 shares of Vontier worth $6.28K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 100 Vontier shares in Q1 2026, an estimated $3.85K.
  • Vontier made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #410 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vontier in Q1 2024 and has held it in 9 quarters since.
  • 486 funds tracked by Wall St. Rank held Vontier as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.