N.E.W. Advisory Services’s Vulcan Materials VMC Stock Holding History

N.E.W. Advisory 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	$192K	Hold	650	–	–	0.01%	223
2026 Q1	$177K	Hold	650	–	–	0.01%	224
2025 Q4	$185K	Sell	650 -10	-2%	-$2.93K	0.01%	211
2025 Q3	$203K	Hold	660	–	–	0.02%	183
2025 Q2	$172K	Hold	660	–	–	0.02%	195
2025 Q1	$154K	Buy	+660	New	+$168K	0.01%	230

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

N.E.W. Advisory Services's VMC Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vulcan Materials (VMC) position steady in Q2 2026 at 650 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #223.

N.E.W. Advisory Services first reported a position in VMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $203K in Q3 2025. 671 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

N.E.W. Advisory Services held 650 shares of Vulcan Materials worth $192K as of Q2 2026.
N.E.W. Advisory Services left its Vulcan Materials share count unchanged in Q2 2026.
Vulcan Materials made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #223 holding.
N.E.W. Advisory Services first reported a position in Vulcan Materials in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Vulcan Materials position peaked at $203K in Q3 2025.
671 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.