WWP
VNT icon

WR Wealth Planners’s Vontier VNT Stock Holding History

WR Wealth Planners’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
2024
Q4 		$365 Hold
10
– – ﹤0.01% 1022
2024
Q3 		$337 Hold
10
– – ﹤0.01% 1080
2024
Q2 		$382 Hold
10
– – ﹤0.01% 1045
2024
Q1 		$454 Buy
+10
New +$390 ﹤0.01% 1042

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

WR Wealth Planners's VNT Position: Q4 2024 in Review

WR Wealth Planners held its Vontier (VNT) position steady in Q4 2024 at 10 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

WR Wealth Planners first reported a position in VNT in Q1 2024 and has held it in 4 quarters since. The position peaked at $454 in Q1 2024. 481 funds tracked by Wall St. Rank hold VNT as of Q4 2024.

  • WR Wealth Planners held 10 shares of Vontier worth $365 as of Q4 2024.
  • WR Wealth Planners left its Vontier share count unchanged in Q4 2024.
  • Vontier made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1022 holding.
  • WR Wealth Planners first reported a position in Vontier in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Vontier position peaked at $454 in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Vontier as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.