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
Q3 		$848K Buy
1,831
+5
+0.3% +$2.47K 0.02% 354
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

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Avidian Wealth Enterprises's VMI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Valmont Industries (VMI) stake by 0.27% in Q3 2026, buying an estimated $2.47K and bringing the position to 1,831 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #354.

Avidian Wealth Enterprises first reported a position in VMI in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q2 2026. 19 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

  • Avidian Wealth Enterprises held 1,831 shares of Valmont Industries worth $848K as of Q3 2026.
  • Avidian Wealth Enterprises bought 5 Valmont Industries shares in Q3 2026, an estimated $2.47K.
  • Valmont Industries made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #354 holding.
  • Avidian Wealth Enterprises first reported a position in Valmont Industries in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Valmont Industries position peaked at $1.05M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.