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Evolve Private Wealth’s Valmont Industries VMI Stock Holding History

Evolve Private Wealth’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 		– Sell
-677
Closed -$271K – 1231
2026
Q1 		$271K Buy
677
+42
+7% +$18.3K 0.01% 823
2025
Q4 		$256K Buy
+635
New +$258K 0.02% 788

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

Evolve Private Wealth's VMI Position: Q2 2026 in Review

Evolve Private Wealth sold out of Valmont Industries (VMI) in Q2 2026, closing a stake of 677 shares — an estimated $271K sold.

Evolve Private Wealth first reported a position in VMI in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Evolve Private Wealth reported no remaining Valmont Industries position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 677 Valmont Industries shares in Q2 2026, an estimated $271K.
  • Evolve Private Wealth first reported a position in Valmont Industries in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Valmont Industries position peaked at $271K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.