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Diversify Wealth Management’s Valmont Industries VMI Stock Holding History

Diversify Wealth Management’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 		$3.37M Buy
6,820
+641
+10% +$322K 0.06% 273
2026
Q1 		$3.04M Buy
6,179
+1,989
+47% +$869K 0.05% 270
2025
Q4 		$1.82M Buy
4,190
+278
+7% +$113K 0.09% 222
2025
Q3 		$1.61M Buy
3,912
+200
+5% +$72.7K 0.09% 205
2025
Q2 		$1.41M Buy
3,712
+898
+32% +$275K 0.09% 223
2025
Q1 		$832K Buy
2,814
+902
+47% +$294K 0.06% 269
2024
Q4 		$578K Buy
1,912
+404
+27% +$130K 0.05% 325
2024
Q3 		$491K Buy
1,508
+249
+20% +$69.7K 0.05% 320
2024
Q2 		$351K Buy
+1,259
New +$307K 0.04% 331

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

Diversify Wealth Management's VMI Position: Q2 2026 in Review

Diversify Wealth Management increased its Valmont Industries (VMI) stake by 10% in Q2 2026, buying an estimated $322K and bringing the position to 6,820 shares worth $3.37M. The position accounts for 0.06% of the portfolio, ranked #273.

Diversify Wealth Management first reported a position in VMI in Q2 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Diversify Wealth Management held 6,820 shares of Valmont Industries worth $3.37M as of Q2 2026.
  • Diversify Wealth Management bought 641 Valmont Industries shares in Q2 2026, an estimated $322K.
  • Valmont Industries made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Diversify Wealth Management first reported a position in Valmont Industries in Q2 2024 and has held it in 9 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.