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 Q2	$412K	Sell	1,398 -1,332	-49%	-$382K	﹤0.01%	1354
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 $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Kestra Private Wealth Services's VMC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vulcan Materials (VMC) stake by 49% in Q2 2026, selling an estimated $382K and leaving 1,398 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Kestra Private Wealth Services first reported a position in VMC in Q2 2023 and has held it in 10 quarters since. The position peaked at $743K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Kestra Private Wealth Services held 1,398 shares of Vulcan Materials worth $412K as of Q2 2026.
Kestra Private Wealth Services sold 1,332 Vulcan Materials shares in Q2 2026, an estimated $382K.
Vulcan Materials made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1354 holding.
Kestra Private Wealth Services first reported a position in Vulcan Materials in Q2 2023 and has held it in 10 quarters since.
Kestra Private Wealth Services's Vulcan Materials position peaked at $743K in Q1 2026.
1,069 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.