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 Q1	–	Sell	-743	Closed	-$299K	–	1285
2025 Q4	$299K	Buy	+743	New	+$302K	﹤0.01%	1024

Other funds holding VMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

NewEdge Wealth's VMI Position: Q1 2026 in Review

NewEdge Wealth sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 743 shares — an estimated $299K sold.

NewEdge Wealth first reported a position in VMI in Q4 2025 and held it in 1 quarter. The position peaked at $299K in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

NewEdge Wealth reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 743 Valmont Industries shares in Q1 2026, an estimated $299K.
NewEdge Wealth first reported a position in Valmont Industries in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Valmont Industries position peaked at $299K in Q4 2025.
602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.