Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Valmont Industries VMI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,232
Closed -$478K – 1295
2025
Q3 		$478K Buy
+1,232
New +$448K ﹤0.01% 1050
2022
Q3 		– Sell
-4,275
Closed -$960K – 412
2022
Q2 		$960K Hold
4,275
– – 0.02% 292
2022
Q1 		$1.02M Sell
4,275
-445
-9% -$101K 0.02% 291
2021
Q4 		$1.15M Buy
4,720
+445
+10% +$109K 0.03% 261
2021
Q3 		$1M Buy
+4,275
New +$1.02M 0.02% 298
2020
Q1 		– Sell
-81,914
Closed -$12.3M – 401
2019
Q4 		$12.3M Sell
81,914
-1,705
-2% -$241K 0.36% 48
2019
Q3 		$11.6M Sell
83,619
-82,708
-50% -$11.1M 0.37% 47
2019
Q2 		$21.1M Sell
166,327
-64,149
-28% -$8M 0.67% 35
2019
Q1 		$30M Buy
230,476
+349
+0.2% +$45K 0.95% 33
2018
Q4 		$25.5M Buy
230,127
+77,083
+50% +$9.61M 1.01% 30
2018
Q3 		$21.2M Sell
153,044
-1,933
-1% -$272K 0.96% 36
2018
Q2 		$23.4M Sell
154,977
-1,911
-1% -$279K 1.09% 33
2018
Q1 		$23M Sell
156,888
-92,011
-37% -$14.4M 1.11% 34
2017
Q4 		$41.3K Sell
248,899
-65,537
-21% -$10.7M 1.77% 24
2017
Q3 		$49.7M Sell
314,436
-1,711
-0.5% -$258K 2.47% 18
2017
Q2 		$47.3M Sell
316,147
-3,440
-1% -$517K 2.52% 19
2017
Q1 		$49.7M Buy
319,587
+3,005
+0.9% +$444K 2.73% 16
2016
Q4 		$44.6M Sell
316,582
-4,394
-1% -$610K 2.6% 19
2016
Q3 		$43.2M Sell
320,976
-6,829
-2% -$900K 2.66% 14
2016
Q2 		$40.7M Sell
327,805
-23,095
-7% -$3.05M 2.83% 14
2016
Q1 		$43.5M Buy
+350,900
New +$38.9M 2.57% 13

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners's VMI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Valmont Industries (VMI) in Q4 2025, closing a stake of 1,232 shares — an estimated $478K sold.

Kovitz Investment Group Partners first reported a position in VMI in Q1 2016 and held it in 21 quarters. The position peaked at $49.7M in Q3 2017. 578 funds tracked by Wall St. Rank hold VMI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Valmont Industries position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,232 Valmont Industries shares in Q4 2025, an estimated $478K.
  • Kovitz Investment Group Partners first reported a position in Valmont Industries in Q1 2016 and held it in 21 quarters.
  • Kovitz Investment Group Partners's Valmont Industries position peaked at $49.7M in Q3 2017.
  • 578 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.