EWP
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Elevation Wealth Partners’s Valmont Industries VMI Stock Holding History

Elevation 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
Q3 		$47.2K Buy
102
+35
+52% +$17.3K 0.01% 409
2026
Q2 		$38.7K Buy
67
+43
+179% +$21.6K 0.01% 374
2026
Q1 		$9.59K Buy
24
+19
+380% +$8.3K ﹤0.01% 520
2025
Q4 		$2.01K Buy
5
+3
+150% +$1.22K ﹤0.01% 791
2025
Q3 		$776 Buy
+2
New +$727 ﹤0.01% 767

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Elevation Wealth Partners's VMI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Valmont Industries (VMI) stake by 52% in Q3 2026, buying an estimated $17.3K and bringing the position to 102 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #409.

Elevation Wealth Partners first reported a position in VMI in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

  • Elevation Wealth Partners held 102 shares of Valmont Industries worth $47.2K as of Q3 2026.
  • Elevation Wealth Partners bought 35 Valmont Industries shares in Q3 2026, an estimated $17.3K.
  • Valmont Industries made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #409 holding.
  • Elevation Wealth Partners first reported a position in Valmont Industries in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.