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Alliance Wealth Advisors (Utah)’s Valmont Industries VMI Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		$808K Sell
1,399
-250
-15% -$126K 0.15% 84
2026
Q1 		$659K Sell
1,649
-537
-25% -$234K 0.14% 105
2025
Q4 		$879K Sell
2,186
-809
-27% -$329K 0.19% 114
2025
Q3 		$1.16M Buy
2,995
+203
+7% +$73.8K 0.27% 99
2025
Q2 		$912K Buy
2,792
+61
+2% +$18.7K 0.22% 108
2025
Q1 		$779K Buy
2,731
+8
+0.3% +$2.61K 0.2% 112
2024
Q4 		$835K Buy
2,723
+163
+6% +$52.5K 0.22% 115
2024
Q3 		$742K Buy
2,560
+193
+8% +$54.1K 0.2% 120
2024
Q2 		$650K Buy
2,367
+179
+8% +$43.6K 0.19% 120
2024
Q1 		$499K Buy
2,188
+299
+16% +$66.9K 0.15% 138
2023
Q4 		$441K Buy
1,889
+68
+4% +$14.9K 0.15% 149
2023
Q3 		$437K Buy
1,821
+147
+9% +$37.8K 0.16% 135
2023
Q2 		$487K Buy
1,674
+210
+14% +$60.7K 0.18% 123
2023
Q1 		$468K Buy
1,464
+133
+10% +$42.4K 0.19% 118
2022
Q4 		$440K Buy
+1,331
New +$422K 0.2% 117

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s VMI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Valmont Industries (VMI) stake by 15% in Q2 2026, selling an estimated $126K and leaving 1,399 shares worth $808K. The position accounts for 0.15% of the portfolio, ranked #84.

Alliance Wealth Advisors (Utah) first reported a position in VMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,399 shares of Valmont Industries worth $808K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 250 Valmont Industries shares in Q2 2026, an estimated $126K.
  • Valmont Industries made up 0.15% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #84 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Valmont Industries in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Valmont Industries position peaked at $1.16M in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.