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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
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 $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PTB
Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Elevation Wealth Partners increased its Valmont Industries (VMI) stake by 179% in Q2 2026, buying an estimated $21.6K and bringing the position to 67 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #374.

Elevation Wealth Partners first reported a position in VMI in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Elevation Wealth Partners held 67 shares of Valmont Industries worth $38.7K as of Q2 2026.
  • Elevation Wealth Partners bought 43 Valmont Industries shares in Q2 2026, an estimated $21.6K.
  • Valmont Industries made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #374 holding.
  • Elevation Wealth Partners first reported a position in Valmont Industries in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.