SWIM
VNT icon

Smallwood Wealth Investment Management’s Vontier VNT Stock Holding History

Smallwood Wealth Investment Management’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
-3
Closed -$98 – 584
2025
Q1 		$98 Buy
+3
New +$109 ﹤0.01% 476

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

Smallwood Wealth Investment Management's VNT Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Vontier (VNT) in Q2 2025, closing a stake of 3 shares — an estimated $98 sold.

Smallwood Wealth Investment Management first reported a position in VNT in Q1 2025 and held it in 1 quarter. The position peaked at $98 in Q1 2025. 490 funds tracked by Wall St. Rank hold VNT as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Vontier position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 3 Vontier shares in Q2 2025, an estimated $98.
  • Smallwood Wealth Investment Management first reported a position in Vontier in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Vontier position peaked at $98 in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Vontier as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.