Rothwell Investment Advisors, LLC’s Valmont Industries VMI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio VMI Stock Details VMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$56.2K	Buy	+121	New	+$59.7K	0.03%	404

Other funds holding VMI

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VMI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Valmont Industries (VMI) in Q3 2026: 121 shares worth $56.2K. The stake represents 0.03% of the portfolio and ranks #404 among its holdings.

300 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

Rothwell Investment Advisors, LLC held 121 shares of Valmont Industries worth $56.2K as of Q3 2026.
Valmont Industries was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Valmont Industries made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #404 holding.
300 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.