Optimum Investment Advisors’s Valmont Industries VMI Stock Holding History

Optimum Investment Advisors’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	$97.3K	Hold	251	–	–	0.04%	268
2025 Q2	$81.9K	Hold	251	–	–	0.04%	282
2025 Q1	$71.6K	Hold	251	–	–	0.03%	290
2024 Q4	$76.9K	Hold	251	–	–	0.03%	288
2024 Q3	$72.8K	Sell	251 -30	-11%	-$8.4K	0.03%	310
2024 Q2	$77.1K	Hold	281	–	–	0.03%	300
2024 Q1	$64.1K	Hold	281	–	–	0.03%	332
2023 Q4	$65.5K	Hold	281	–	–	0.03%	320
2023 Q3	$67.4K	Buy	281 +1	+0.4%	+$257	0.03%	325
2023 Q2	$81.6K	Hold	280	–	–	0.04%	308
2023 Q1	$89.5K	Hold	280	–	–	0.05%	283
2022 Q4	$92.7K	Hold	280	–	–	0.05%	278
2022 Q3	$75K	Hold	280	–	–	0.04%	320
2022 Q2	$63K	Hold	280	–	–	0.03%	358
2022 Q1	$67K	Hold	280	–	–	0.03%	384
2021 Q4	$70K	Hold	280	–	–	0.03%	398
2021 Q3	$66K	Hold	280	–	–	0.03%	408
2021 Q2	$66K	Buy	+280	New	+$67.8K	0.02%	449

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

Optimum Investment Advisors's VMI Position: Q3 2025 in Review

Optimum Investment Advisors held its Valmont Industries (VMI) position steady in Q3 2025 at 251 shares worth $97.3K. The position accounts for 0.04% of the portfolio, ranked #268.

Optimum Investment Advisors first reported a position in VMI in Q2 2021 and has held it in 18 quarters since. 531 funds tracked by Wall St. Rank hold VMI as of Q3 2025.

Optimum Investment Advisors held 251 shares of Valmont Industries worth $97.3K as of Q3 2025.
Optimum Investment Advisors left its Valmont Industries share count unchanged in Q3 2025.
Valmont Industries made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #268 holding.
Optimum Investment Advisors first reported a position in Valmont Industries in Q2 2021 and has held it in 18 quarters since.
531 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.