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Mount Yale Investment Advisors’s Vontier VNT Stock Holding History

Mount Yale Investment Advisors’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 		$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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $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 $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's VNT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vontier (VNT) stake by 23% in Q1 2026, buying an estimated $65.2K and bringing the position to 9,014 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #869.

Mount Yale Investment Advisors first reported a position in VNT in Q2 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold VNT as of Q1 2026.

  • Mount Yale Investment Advisors held 9,014 shares of Vontier worth $320K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,693 Vontier shares in Q1 2026, an estimated $65.2K.
  • Vontier made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #869 holding.
  • Mount Yale Investment Advisors first reported a position in Vontier in Q2 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Vontier as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.