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Crestwood Advisors Group’s Valmont Industries VMI Stock Holding History

Crestwood Advisors Group’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 		$286K Buy
+495
New +$249K ﹤0.01% 697

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

Crestwood Advisors Group's VMI Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Valmont Industries (VMI) in Q2 2026: 495 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings.

650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Crestwood Advisors Group held 495 shares of Valmont Industries worth $286K as of Q2 2026.
  • Valmont Industries was a new Crestwood Advisors Group position in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #697 holding.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.