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SIMA Wealth Partners’s Vontier VNT Stock Holding History

SIMA Wealth Partners’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
2025
Q2 		– Sell
-49
Closed -$1.61K – 182
2025
Q1 		$1.61K Sell
49
-54
-52% -$1.97K ﹤0.01% 174
2024
Q4 		$3.76K Sell
103
-20
-16% -$738 ﹤0.01% 159
2024
Q3 		$4.15K Hold
123
– – ﹤0.01% 135
2024
Q2 		$4.7K Buy
+123
New +$4.96K ﹤0.01% 136

Other funds holding VNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIMA Wealth Partners's VNT Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Vontier (VNT) in Q2 2025, closing a stake of 49 shares — an estimated $1.61K sold.

SIMA Wealth Partners first reported a position in VNT in Q2 2024 and held it in 4 quarters. The position peaked at $4.7K in Q2 2024. 489 funds tracked by Wall St. Rank hold VNT as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Vontier position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 49 Vontier shares in Q2 2025, an estimated $1.61K.
  • SIMA Wealth Partners first reported a position in Vontier in Q2 2024 and held it in 4 quarters.
  • SIMA Wealth Partners's Vontier position peaked at $4.7K in Q2 2024.
  • 489 funds tracked by Wall St. Rank held Vontier as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.