Ninety One (UK)
VMI icon

Ninety One (UK)’s Valmont Industries VMI Stock Holding History

Ninety One (UK)’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 		$110M Buy
189,999
+28,075
+17% +$14.1M 0.25% 76
2026
Q1 		$64.7M Sell
161,924
-2,381
-1% -$1.04M 0.15% 99
2025
Q4 		$66.1M Buy
+164,305
New +$66.9M 0.14% 89

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

Ninety One (UK)'s VMI Position: Q2 2026 in Review

Ninety One (UK) increased its Valmont Industries (VMI) stake by 17% in Q2 2026, buying an estimated $14.1M and bringing the position to 189,999 shares worth $110M. The position accounts for 0.25% of the portfolio, ranked #76.

Ninety One (UK) first reported a position in VMI in Q4 2025 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Ninety One (UK) held 189,999 shares of Valmont Industries worth $110M as of Q2 2026.
  • Ninety One (UK) bought 28,075 Valmont Industries shares in Q2 2026, an estimated $14.1M.
  • Valmont Industries made up 0.25% of Ninety One (UK)'s portfolio in Q2 2026, its #76 holding.
  • Ninety One (UK) first reported a position in Valmont Industries in Q4 2025 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.