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EverSource Wealth Advisors’s Valmont Industries VMI Stock Holding History

EverSource Wealth Advisors’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 		$179K Sell
310
-116
-27% -$58.3K 0.01% 1056
2026
Q1 		$170K Sell
426
-33
-7% -$14.4K 0.01% 1138
2025
Q4 		$185K Buy
459
+39
+9% +$15.9K 0.01% 981
2025
Q3 		$163K Buy
420
+148
+54% +$53.8K 0.01% 1012
2025
Q2 		$88.8K Buy
272
+218
+404% +$66.9K ﹤0.01% 1273
2025
Q1 		$15.4K Buy
54
+17
+46% +$5.54K ﹤0.01% 1842
2024
Q4 		$11.4K Buy
37
+3
+9% +$967 ﹤0.01% 1919
2024
Q3 		$9.87K Hold
34
– – ﹤0.01% 1874
2024
Q2 		$10.2K Hold
34
– – ﹤0.01% 1847
2024
Q1 		$6.97K Sell
34
-4
-11% -$895 ﹤0.01% 1875
2023
Q4 		$8.87K Buy
38
+29
+322% +$6.38K ﹤0.01% 1614
2023
Q3 		$2.16K Buy
9
+8
+800% +$2.06K ﹤0.01% 1979
2023
Q2 		$291 Buy
+1
New +$289 ﹤0.01% 2398

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

EverSource Wealth Advisors's VMI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Valmont Industries (VMI) stake by 27% in Q2 2026, selling an estimated $58.3K and leaving 310 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1056.

EverSource Wealth Advisors first reported a position in VMI in Q2 2023 and has held it in 13 quarters since. The position peaked at $185K in Q4 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • EverSource Wealth Advisors held 310 shares of Valmont Industries worth $179K as of Q2 2026.
  • EverSource Wealth Advisors sold 116 Valmont Industries shares in Q2 2026, an estimated $58.3K.
  • Valmont Industries made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1056 holding.
  • EverSource Wealth Advisors first reported a position in Valmont Industries in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Valmont Industries position peaked at $185K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.