Kestra Advisory Services’s Valmont Industries VMI Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-322	Closed	-$130K	–	4365
2025 Q4	$130K	Buy	+322	New	+$131K	﹤0.01%	3232

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kestra Advisory Services's VMI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 322 shares — an estimated $130K sold.

Kestra Advisory Services first reported a position in VMI in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 607 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

Kestra Advisory Services reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 322 Valmont Industries shares in Q1 2026, an estimated $130K.
Kestra Advisory Services first reported a position in Valmont Industries in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Valmont Industries position peaked at $130K in Q4 2025.
607 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.