Cyndeo Wealth Partners’s Valmont Industries VMI Stock Holding History

Cyndeo Wealth 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 Q1	$368K	Buy	922 +37	+4%	+$16.2K	0.02%	376
2025 Q4	$356K	Hold	885	–	–	0.02%	376
2025 Q3	$343K	Hold	885	–	–	0.02%	367
2025 Q2	$289K	Hold	885	–	–	0.02%	392
2025 Q1	$253K	Buy	885 +8	+0.9%	+$2.61K	0.02%	402
2024 Q4	$269K	Hold	877	–	–	0.02%	380
2024 Q3	$254K	Hold	877	–	–	0.02%	398
2024 Q2	$241K	Hold	877	–	–	0.02%	361
2024 Q1	$200K	Hold	877	–	–	0.02%	375
2023 Q4	$205K	Hold	877	–	–	0.02%	356
2023 Q3	$211K	Hold	877	–	–	0.02%	319
2023 Q2	$255K	Hold	877	–	–	0.03%	286
2023 Q1	$280K	Hold	877	–	–	0.03%	272
2022 Q4	$290K	Buy	+877	New	+$278K	0.03%	262

Other funds holding VMI

BlackRock New York $5.72T 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 New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cyndeo Wealth Partners's VMI Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Valmont Industries (VMI) stake by 4.2% in Q1 2026, buying an estimated $16.2K and bringing the position to 922 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #376.

Cyndeo Wealth Partners first reported a position in VMI in Q4 2022 and has held it in 14 quarters since. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

Cyndeo Wealth Partners held 922 shares of Valmont Industries worth $368K as of Q1 2026.
Cyndeo Wealth Partners bought 37 Valmont Industries shares in Q1 2026, an estimated $16.2K.
Valmont Industries made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #376 holding.
Cyndeo Wealth Partners first reported a position in Valmont Industries in Q4 2022 and has held it in 14 quarters since.
602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.