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Avantax Advisory Services’s Valmont Industries VMI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$495K Sell
1,517
-4
-0.3% -$1.23K ﹤0.01% 1589
2025
Q1 		$434K Sell
1,521
-11
-0.7% -$3.59K ﹤0.01% 1596
2024
Q4 		$470K Sell
1,532
-169
-10% -$54.5K ﹤0.01% 1487
2024
Q3 		$493K Buy
1,701
+94
+6% +$26.3K ﹤0.01% 1416
2024
Q2 		$441K Buy
+1,607
New +$392K ﹤0.01% 1443

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Avantax Advisory Services's VMI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Valmont Industries (VMI) stake by 0.26% in Q2 2025, selling an estimated $1.23K and leaving 1,517 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Avantax Advisory Services first reported a position in VMI in Q2 2024 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

  • Avantax Advisory Services held 1,517 shares of Valmont Industries worth $495K as of Q2 2025.
  • Avantax Advisory Services sold 4 Valmont Industries shares in Q2 2025, an estimated $1.23K.
  • Valmont Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1589 holding.
  • Avantax Advisory Services first reported a position in Valmont Industries in Q2 2024 and has held it in 5 quarters since.
  • 497 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.