Edgestream Partners’s Valmont Industries VMI Stock Holding History

Edgestream 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	$1.92M	Sell	3,324 -20,300	-86%	-$10.2M	0.06%	534
2026 Q1	$9.44M	Buy	23,624 +2,672	+13%	+$1.17M	0.31%	52
2025 Q4	$8.43M	Buy	20,952 +19,243	+1,126%	+$7.83M	0.24%	100
2025 Q3	$663K	Sell	1,709 -13,002	-88%	-$4.73M	0.02%	690
2025 Q2	$4.8M	Buy	+14,711	New	+$4.51M	0.13%	305
2024 Q2	–	Sell	-9,799	Closed	-$2.24M	–	1054
2024 Q1	$2.24M	Buy	9,799 +8,830	+911%	+$1.98M	0.11%	309
2023 Q4	$226K	Sell	969 -42	-4%	-$9.23K	0.02%	769
2023 Q3	$243K	Sell	1,011 -592	-37%	-$152K	0.02%	761
2023 Q2	$467K	Buy	+1,603	New	+$463K	0.04%	541

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

Edgestream Partners's VMI Position: Q2 2026 in Review

Edgestream Partners reduced its Valmont Industries (VMI) stake by 86% in Q2 2026, selling an estimated $10.2M and leaving 3,324 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #534.

Edgestream Partners first reported a position in VMI in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.44M in Q1 2026. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Edgestream Partners held 3,324 shares of Valmont Industries worth $1.92M as of Q2 2026.
Edgestream Partners sold 20,300 Valmont Industries shares in Q2 2026, an estimated $10.2M.
Valmont Industries made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #534 holding.
Edgestream Partners first reported a position in Valmont Industries in Q2 2023 and has held it in 9 quarters since.
Edgestream Partners's Valmont Industries position peaked at $9.44M in Q1 2026.
652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.