Corient Private Wealth
VMI icon

Corient Private Wealth’s Valmont Industries VMI Stock Holding History

Corient Private Wealth’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 		$9.58M Sell
24,156
-57,785
-71% -$25.2M 0.01% 641
2025
Q4 		$3.75M Buy
81,941
+74,718
+1,034% +$30.4M ﹤0.01% 1198
2025
Q3 		$2.8M Buy
7,223
+3,203
+80% +$1.17M ﹤0.01% 926
2025
Q2 		$1.31M Buy
4,020
+534
+15% +$164K ﹤0.01% 1233
2025
Q1 		$995K Sell
3,486
-689
-17% -$225K ﹤0.01% 1281
2024
Q4 		$1.28M Sell
4,175
-2,026
-33% -$653K ﹤0.01% 1204
2024
Q3 		$1.8M Buy
6,201
+1,940
+46% +$543K ﹤0.01% 1145
2024
Q2 		$1.17M Buy
4,261
+611
+17% +$149K ﹤0.01% 1266
2024
Q1 		$833K Buy
3,650
+813
+29% +$182K ﹤0.01% 1376
2023
Q4 		$662K Sell
2,837
-856
-23% -$188K ﹤0.01% 1461
2023
Q3 		$887K Buy
3,693
+850
+30% +$219K ﹤0.01% 1242
2023
Q2 		$827K Buy
2,843
+4
+0.1% +$1.16K ﹤0.01% 1226
2023
Q1 		$906K Buy
2,839
+38
+1% +$12.1K ﹤0.01% 1124
2022
Q4 		$926K Buy
+2,801
New +$888K ﹤0.01% 945

Other funds holding VMI

BlackRock
BlackRock New York $5.7T 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