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 Q2	$542K	Buy	938 +16	+2%	+$8.05K	0.03%	342
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 $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

Cyndeo Wealth Partners's VMI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Valmont Industries (VMI) stake by 1.7% in Q2 2026, buying an estimated $8.05K and bringing the position to 938 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #342.

Cyndeo Wealth Partners first reported a position in VMI in Q4 2022 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Cyndeo Wealth Partners held 938 shares of Valmont Industries worth $542K as of Q2 2026.
Cyndeo Wealth Partners bought 16 Valmont Industries shares in Q2 2026, an estimated $8.05K.
Valmont Industries made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #342 holding.
Cyndeo Wealth Partners first reported a position in Valmont Industries in Q4 2022 and has held it in 15 quarters since.
652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.