NewSquare Capital’s Valmont Industries VMI Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-1	Closed	-$327	–	1196
2025 Q2	$327	Hold	1	–	–	﹤0.01%	1187
2025 Q1	$285	Buy	+1	New	+$326	﹤0.01%	1090

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T 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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

NewSquare Capital's VMI Position: Q3 2025 in Review

NewSquare Capital sold out of Valmont Industries (VMI) in Q3 2025, closing a stake of 1 share — an estimated $327 sold.

NewSquare Capital first reported a position in VMI in Q1 2025 and held it in 2 quarters. The position peaked at $327 in Q2 2025. 530 funds tracked by Wall St. Rank hold VMI as of Q3 2025.

NewSquare Capital reported no remaining Valmont Industries position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1 Valmont Industries share in Q3 2025, an estimated $327.
NewSquare Capital first reported a position in Valmont Industries in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Valmont Industries position peaked at $327 in Q2 2025.
530 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.