Mount Yale Investment Advisors’s Vontier VNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
7,710
-1,304
-14% -$41.6K ﹤0.01% 1108
2026
Q1
$320K Buy
9,014
+1,693
+23% +$65.2K 0.01% 869
2025
Q4
$272K Buy
7,321
+1,811
+33% +$69.3K 0.01% 614
2025
Q3
$231K Buy
5,510
+2,805
+104% +$115K 0.02% 593
2025
Q2
$99.8K Buy
+2,705
New +$92.1K 0.01% 662

Other funds holding VNT

Mount Yale Investment Advisors's VNT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vontier (VNT) stake by 14% in Q2 2026, selling an estimated $41.6K and leaving 7,710 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Mount Yale Investment Advisors first reported a position in VNT in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q1 2026. 458 funds tracked by Wall St. Rank hold VNT as of Q2 2026.

  • Mount Yale Investment Advisors held 7,710 shares of Vontier worth $224K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,304 Vontier shares in Q2 2026, an estimated $41.6K.
  • Vontier made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1108 holding.
  • Mount Yale Investment Advisors first reported a position in Vontier in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Vontier position peaked at $320K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Vontier as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.