Cerity Partners’s Valmont Industries VMI Stock Holding History

Cerity Partners’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	$3M	Sell	5,196 -1,576	-23%	-$793K	﹤0.01%	1348
2026 Q1	$2.71M	Sell	6,772 -376	-5%	-$164K	﹤0.01%	1315
2025 Q4	$2.88M	Buy	7,148 +1,512	+27%	+$615K	﹤0.01%	1204
2025 Q3	$2.19M	Buy	5,636 +3,282	+139%	+$1.19M	﹤0.01%	1251
2025 Q2	$769K	Buy	2,354 +1,627	+224%	+$499K	﹤0.01%	1645
2025 Q1	$207K	Buy	+727	New	+$237K	﹤0.01%	2202
2024 Q4	–	Sell	-906	Closed	-$263K	–	2609
2024 Q3	$263K	Buy	+906	New	+$254K	﹤0.01%	2150

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Cerity Partners's VMI Position: Q2 2026 in Review

Cerity Partners reduced its Valmont Industries (VMI) stake by 23% in Q2 2026, selling an estimated $793K and leaving 5,196 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Cerity Partners first reported a position in VMI in Q3 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Cerity Partners held 5,196 shares of Valmont Industries worth $3M as of Q2 2026.
Cerity Partners sold 1,576 Valmont Industries shares in Q2 2026, an estimated $793K.
Valmont Industries made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1348 holding.
Cerity Partners first reported a position in Valmont Industries in Q3 2024 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.