Essential Partners’s Valmont Industries VMI Stock Holding History

Essential 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	$113K	Buy	244 +46	+23%	+$22.7K	0.05%	394
2026 Q2	$114K	Sell	198 -622	-76%	-$313K	0.05%	382
2026 Q1	$328K	Sell	820 -69	-8%	-$30.1K	0.11%	208
2025 Q4	$358K	Buy	889 +127	+17%	+$51.7K	0.11%	233
2025 Q3	$295K	Buy	762 +146	+24%	+$53.1K	0.1%	250
2025 Q2	$201K	Buy	+616	New	+$189K	0.08%	281

Other funds holding VMI

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Essential Partners's VMI Position: Q3 2026 in Review

Essential Partners increased its Valmont Industries (VMI) stake by 23% in Q3 2026, buying an estimated $22.7K and bringing the position to 244 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #394.

Essential Partners first reported a position in VMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $358K in Q4 2025. 109 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

Essential Partners held 244 shares of Valmont Industries worth $113K as of Q3 2026.
Essential Partners bought 46 Valmont Industries shares in Q3 2026, an estimated $22.7K.
Valmont Industries made up 0.05% of Essential Partners's portfolio in Q3 2026, its #394 holding.
Essential Partners first reported a position in Valmont Industries in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Valmont Industries position peaked at $358K in Q4 2025.
109 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.