CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Valmont Industries VMI Stock Holding History

CAPTRUST Financial 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
Q2 		$10.8M Sell
18,616
-434
-2% -$218K 0.02% 556
2026
Q1 		$7.61M Buy
19,050
+7,489
+65% +$3.27M 0.01% 612
2025
Q4 		$4.65M Buy
11,561
+823
+8% +$335K 0.01% 698
2025
Q3 		$4.16M Buy
10,738
+1,086
+11% +$395K 0.01% 702
2025
Q2 		$3.15M Buy
9,652
+615
+7% +$189K 0.01% 777
2025
Q1 		$2.58M Buy
9,037
+1,091
+14% +$356K 0.01% 802
2024
Q4 		$2.44M Buy
7,946
+18
+0.2% +$5.8K 0.01% 804
2024
Q3 		$2.3M Sell
7,928
-47
-0.6% -$13.2K 0.01% 805
2024
Q2 		$2.19M Buy
7,975
+139
+2% +$33.9K 0.01% 780
2024
Q1 		$1.79M Buy
7,836
+509
+7% +$114K 0.01% 851
2023
Q4 		$1.71M Buy
7,327
+1,923
+36% +$423K 0.01% 976
2023
Q3 		$1.3M Buy
5,404
+2,263
+72% +$582K 0.01% 1054
2023
Q2 		$914K Buy
3,141
+29
+0.9% +$8.38K ﹤0.01% 1257
2023
Q1 		$994K Sell
3,112
-28
-0.9% -$8.93K ﹤0.01% 1040
2022
Q4 		$1.04M Sell
3,140
-198
-6% -$62.8K 0.01% 950
2022
Q3 		$897K Buy
3,338
+399
+14% +$105K 0.01% 973
2022
Q2 		$662K Sell
2,939
-8,798
-75% -$2.15M ﹤0.01% 1025
2022
Q1 		$2.81M Buy
11,737
+8,805
+300% +$2M 0.02% 505
2021
Q4 		$736K Buy
2,932
+22
+0.8% +$5.39K 0.01% 944
2021
Q3 		$686K Hold
2,910
– – 0.01% 896
2021
Q2 		$688K Hold
2,910
– – 0.01% 865
2021
Q1 		$693K Buy
2,910
+55
+2% +$12.2K 0.01% 826
2020
Q4 		$501K Sell
2,855
-65
-2% -$10.1K 0.01% 827
2020
Q3 		$358K Buy
2,920
+120
+4% +$14.8K 0.01% 820
2020
Q2 		$314K Sell
2,800
-177
-6% -$19.6K 0.01% 856
2020
Q1 		$317K Hold
2,977
– – 0.01% 708
2019
Q4 		$445K Buy
2,977
+2,800
+1,582% +$396K 0.01% 718
2019
Q3 		$25K Buy
+177
New +$23.8K ﹤0.01% 1241

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

CAPTRUST Financial Advisors's VMI Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Valmont Industries (VMI) stake by 2.3% in Q2 2026, selling an estimated $218K and leaving 18,616 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #556.

CAPTRUST Financial Advisors first reported a position in VMI in Q3 2019 and has held it in 28 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • CAPTRUST Financial Advisors held 18,616 shares of Valmont Industries worth $10.8M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 434 Valmont Industries shares in Q2 2026, an estimated $218K.
  • Valmont Industries made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #556 holding.
  • CAPTRUST Financial Advisors first reported a position in Valmont Industries in Q3 2019 and has held it in 28 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.