Kestra Private Wealth Services’s Vulcan Materials VMC Stock Holding History

Kestra Private Wealth Services’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$743K	Buy	2,730 +1,696	+164%	+$499K	0.01%	996
2025 Q4	$295K	Sell	1,034 -67	-6%	-$19.7K	﹤0.01%	1434
2025 Q3	$339K	Sell	1,101 -65	-6%	-$18.5K	﹤0.01%	1301
2025 Q2	$304K	Buy	+1,166	New	+$300K	﹤0.01%	1275
2024 Q3	–	Sell	-922	Closed	-$229K	–	1468
2024 Q2	$229K	Buy	922 +43	+5%	+$11.1K	﹤0.01%	1164
2024 Q1	$240K	Sell	879 -81	-8%	-$20K	0.01%	1106
2023 Q4	$218K	Sell	960 -441	-31%	-$93.4K	0.01%	1079
2023 Q3	$283K	Buy	1,401 +266	+23%	+$57.9K	0.01%	886
2023 Q2	$256K	Buy	+1,135	New	+$218K	0.01%	875

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kestra Private Wealth Services's VMC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vulcan Materials (VMC) stake by 164% in Q1 2026, buying an estimated $499K and bringing the position to 2,730 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #996.

Kestra Private Wealth Services first reported a position in VMC in Q2 2023 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Kestra Private Wealth Services held 2,730 shares of Vulcan Materials worth $743K as of Q1 2026.
Kestra Private Wealth Services bought 1,696 Vulcan Materials shares in Q1 2026, an estimated $499K.
Vulcan Materials made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #996 holding.
Kestra Private Wealth Services first reported a position in Vulcan Materials in Q2 2023 and has held it in 9 quarters since.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.