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Caerus Investment Advisors’s Valmont Industries VMI Stock Holding History

Caerus Investment Advisors’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
Q1 		– Sell
-664
Closed -$267K – 376
2025
Q4 		$267K Buy
+664
New +$270K 0.09% 254

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Caerus Investment Advisors's VMI Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 664 shares — an estimated $267K sold.

Caerus Investment Advisors first reported a position in VMI in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 603 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 664 Valmont Industries shares in Q1 2026, an estimated $267K.
  • Caerus Investment Advisors first reported a position in Valmont Industries in Q4 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Valmont Industries position peaked at $267K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.