Bradley Foster & Sargent’s Valmont Industries VMI Stock Holding History

Bradley Foster & Sargent’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	–	Sell	-2,302	Closed	-$657K	–	555
2025 Q1	$657K	Sell	2,302 -3,138	-58%	-$1.02M	0.01%	317
2024 Q4	$1.67M	Hold	5,440	–	–	0.03%	222
2024 Q3	$1.58M	Sell	5,440 -105	-2%	-$29.4K	0.03%	231
2024 Q2	$1.52M	Buy	+5,545	New	+$1.35M	0.03%	225
2024 Q1	–	Sell	-7,772	Closed	-$1.81M	–	449
2023 Q4	$1.81M	Buy	7,772 +6,819	+716%	+$1.5M	0.04%	212
2023 Q3	$277K	Hold	953	–	–	0.01%	397
2023 Q2	$277K	Sell	953 -5,603	-85%	-$1.62M	0.01%	397
2023 Q1	$2.09M	Buy	6,556 +160	+3%	+$51K	0.05%	185
2022 Q4	$2.11M	Buy	6,396 +253	+4%	+$80.2K	0.05%	182
2022 Q3	$1.65M	Buy	+6,143	New	+$1.62M	0.05%	184

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bradley Foster & Sargent's VMI Position: Q2 2025 in Review

Bradley Foster & Sargent sold out of Valmont Industries (VMI) in Q2 2025, closing a stake of 2,302 shares — an estimated $657K sold.

Bradley Foster & Sargent first reported a position in VMI in Q3 2022 and held it in 10 quarters. The position peaked at $2.11M in Q4 2022. 496 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

Bradley Foster & Sargent reported no remaining Valmont Industries position as of Q2 2025 after selling out during the quarter.
Bradley Foster & Sargent sold 2,302 Valmont Industries shares in Q2 2025, an estimated $657K.
Bradley Foster & Sargent first reported a position in Valmont Industries in Q3 2022 and held it in 10 quarters.
Bradley Foster & Sargent's Valmont Industries position peaked at $2.11M in Q4 2022.
496 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

Based on Bradley Foster & Sargent's 13F filing for Q2 2025, filed 11 Aug 2025.