AWE
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Avidian Wealth Enterprises’s Valmont Industries VMI Stock Holding History

Avidian Wealth Enterprises’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 		$1.05M Sell
1,826
-239
-12% -$120K 0.03% 305
2026
Q1 		$825K Sell
2,065
-41
-2% -$17.9K 0.03% 324
2025
Q4 		$847K Sell
2,106
-10
-0.5% -$4.07K 0.03% 257
2025
Q3 		$820K Sell
2,116
-171
-7% -$62.2K 0.03% 256
2025
Q2 		$747K Hold
2,287
– – 0.03% 249
2025
Q1 		$653K Sell
2,287
-105
-4% -$34.2K 0.03% 260
2024
Q4 		$734K Sell
2,392
-140
-6% -$45.1K 0.03% 234
2024
Q3 		$734K Sell
2,532
-30
-1% -$8.4K 0.03% 235
2024
Q2 		$703K Sell
2,562
-22
-0.9% -$5.36K 0.03% 233
2024
Q1 		$590K Hold
2,584
– – 0.03% 241
2023
Q4 		$603K Sell
2,584
-33
-1% -$7.25K 0.04% 232
2023
Q3 		$629K Hold
2,617
– – 0.04% 219
2023
Q2 		$762K Buy
2,617
+889
+51% +$257K 0.05% 217
2023
Q1 		$552K Hold
1,728
– – 0.03% 278
2022
Q4 		$571K Hold
1,728
– – 0.04% 258
2022
Q3 		$464K Sell
1,728
-298
-15% -$78.7K 0.03% 249
2022
Q2 		$455K Sell
2,026
-214
-10% -$52.4K 0.03% 282
2022
Q1 		$534K Sell
2,240
-27
-1% -$6.14K 0.03% 286
2021
Q4 		$568K Buy
+2,267
New +$556K 0.04% 277

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

Avidian Wealth Enterprises's VMI Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Valmont Industries (VMI) stake by 12% in Q2 2026, selling an estimated $120K and leaving 1,826 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #305.

Avidian Wealth Enterprises first reported a position in VMI in Q4 2021 and has held it in 19 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Avidian Wealth Enterprises held 1,826 shares of Valmont Industries worth $1.05M as of Q2 2026.
  • Avidian Wealth Enterprises sold 239 Valmont Industries shares in Q2 2026, an estimated $120K.
  • Valmont Industries made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #305 holding.
  • Avidian Wealth Enterprises first reported a position in Valmont Industries in Q4 2021 and has held it in 19 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.