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Moran Wealth Management’s Valmont Industries VMI Stock Holding History

Moran Wealth Management’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 		$7.69M Sell
13,311
-1,182
-8% -$594K 0.21% 158
2026
Q1 		$5.79M Sell
14,493
-335
-2% -$146K 0.18% 174
2025
Q4 		$5.97M Sell
14,828
-1,353
-8% -$551K 0.18% 167
2025
Q3 		$6.27M Sell
16,181
-1,006
-6% -$366K 0.19% 145
2025
Q2 		$5.61M Sell
17,187
-1,323
-7% -$406K 0.17% 165
2025
Q1 		$5.28M Sell
18,510
-1,635
-8% -$533K 0.18% 165
2024
Q4 		$6.18M Sell
20,145
-143
-0.7% -$46.1K 0.2% 139
2024
Q3 		$5.88M Buy
20,288
+290
+1% +$81.2K 0.18% 154
2024
Q2 		$5.49M Buy
19,998
+354
+2% +$86.3K 0.18% 161
2024
Q1 		$4.48M Buy
19,644
+727
+4% +$163K 0.15% 185
2023
Q4 		$4.42M Buy
18,917
+331
+2% +$72.8K 0.16% 182
2023
Q3 		$4.46M Buy
18,586
+244
+1% +$62.7K 0.17% 161
2023
Q2 		$5.34M Buy
18,342
+14
+0.1% +$4.04K 0.2% 151
2023
Q1 		$5.85M Buy
18,328
+1,160
+7% +$370K 0.22% 145
2022
Q4 		$5.68M Buy
+17,168
New +$5.45M 0.22% 134

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

Moran Wealth Management's VMI Position: Q2 2026 in Review

Moran Wealth Management reduced its Valmont Industries (VMI) stake by 8.2% in Q2 2026, selling an estimated $594K and leaving 13,311 shares worth $7.69M. The position accounts for 0.21% of the portfolio, ranked #158.

Moran Wealth Management first reported a position in VMI in Q4 2022 and has held it in 15 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Moran Wealth Management held 13,311 shares of Valmont Industries worth $7.69M as of Q2 2026.
  • Moran Wealth Management sold 1,182 Valmont Industries shares in Q2 2026, an estimated $594K.
  • Valmont Industries made up 0.21% of Moran Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Moran Wealth Management first reported a position in Valmont Industries in Q4 2022 and has held it in 15 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.