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NewEdge Wealth’s Valmont Industries VMI Stock Holding History

NewEdge Wealth’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 		$237K Buy
+411
New +$207K ﹤0.01% 1121
2026
Q1 		– Sell
-743
Closed -$299K – 1285
2025
Q4 		$299K Buy
+743
New +$302K ﹤0.01% 1024

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

NewEdge Wealth's VMI Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Valmont Industries (VMI) in Q2 2026: 411 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in VMI as recently as Q4 2025.

NewEdge Wealth first reported a position in VMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $299K in Q4 2025. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • NewEdge Wealth held 411 shares of Valmont Industries worth $237K as of Q2 2026.
  • Valmont Industries was a new NewEdge Wealth position in Q2 2026.
  • Valmont Industries made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1121 holding.
  • NewEdge Wealth first reported a position in Valmont Industries in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's Valmont Industries position peaked at $299K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.