MWPCG
VMI icon

Measured Wealth Private Client Group’s Valmont Industries VMI Stock Holding History

Measured Wealth Private Client Group’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 		$54.3K Sell
94
-11
-10% -$5.53K 0.01% 316
2026
Q1 		$42K Sell
105
-31
-23% -$13.5K 0.01% 317
2025
Q4 		$54.7K Hold
136
– – 0.01% 299
2025
Q3 		$52.7K Buy
+136
New +$49.5K 0.01% 295

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

Measured Wealth Private Client Group's VMI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Valmont Industries (VMI) stake by 10% in Q2 2026, selling an estimated $5.53K and leaving 94 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #316.

Measured Wealth Private Client Group first reported a position in VMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.7K in Q4 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Measured Wealth Private Client Group held 94 shares of Valmont Industries worth $54.3K as of Q2 2026.
  • Measured Wealth Private Client Group sold 11 Valmont Industries shares in Q2 2026, an estimated $5.53K.
  • Valmont Industries made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #316 holding.
  • Measured Wealth Private Client Group first reported a position in Valmont Industries in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Valmont Industries position peaked at $54.7K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.