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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
Q2 		$5.22K Hold
180
– – ﹤0.01% 444
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mark Sheptoff Financial Planning's VNT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vontier (VNT) position steady in Q2 2026 at 180 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Mark Sheptoff Financial Planning first reported a position in VNT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.28K in Q1 2026. 457 funds tracked by Wall St. Rank hold VNT as of Q2 2026.

  • Mark Sheptoff Financial Planning held 180 shares of Vontier worth $5.22K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Vontier share count unchanged in Q2 2026.
  • Vontier made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #444 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vontier in Q1 2024 and has held it in 10 quarters since.
  • Mark Sheptoff Financial Planning's Vontier position peaked at $6.28K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vontier as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.