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CreativeOne Wealth’s Valmont Industries VMI Stock Holding History

CreativeOne 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
Q2 		$414K Buy
717
+14
+2% +$7.04K 0.01% 861
2026
Q1 		$281K Buy
703
+1
+0.1% +$437 0.01% 997
2025
Q4 		$282K Buy
702
+9
+1% +$3.66K 0.01% 977
2025
Q3 		$269K Buy
693
+1
+0.1% +$364 0.01% 992
2025
Q2 		$226K Buy
+692
New +$212K 0.01% 1022
2025
Q1 		– Sell
-998
Closed -$306K – 1150
2024
Q4 		$306K Buy
998
+29
+3% +$9.34K 0.01% 871
2024
Q3 		$281K Sell
969
-191
-16% -$53.5K 0.01% 792
2024
Q2 		$319K Buy
1,160
+220
+23% +$53.6K 0.02% 606
2024
Q1 		$215K Buy
940
+1
+0.1% +$224 0.01% 822
2023
Q4 		$219K Sell
939
-3
-0.3% -$660 0.01% 586
2023
Q3 		$226K Buy
942
+1
+0.1% +$257 0.02% 505
2023
Q2 		$274K Buy
941
+1
+0.1% +$289 0.01% 672
2023
Q1 		$300K Buy
940
+2
+0.2% +$638 0.01% 639
2022
Q4 		$310K Buy
938
+2
+0.2% +$634 0.02% 562
2022
Q3 		$252K Buy
936
+2
+0.2% +$529 0.02% 599
2022
Q2 		$210K Buy
934
+2
+0.2% +$490 0.01% 667
2022
Q1 		$222K Buy
932
+2
+0.2% +$455 0.01% 675
2021
Q4 		$233K Buy
+930
New +$228K 0.01% 670

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

CreativeOne Wealth's VMI Position: Q2 2026 in Review

CreativeOne Wealth increased its Valmont Industries (VMI) stake by 2% in Q2 2026, buying an estimated $7.04K and bringing the position to 717 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #861.

CreativeOne Wealth first reported a position in VMI in Q4 2021 and has held it in 18 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • CreativeOne Wealth held 717 shares of Valmont Industries worth $414K as of Q2 2026.
  • CreativeOne Wealth bought 14 Valmont Industries shares in Q2 2026, an estimated $7.04K.
  • Valmont Industries made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #861 holding.
  • CreativeOne Wealth first reported a position in Valmont Industries in Q4 2021 and has held it in 18 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.