Orion Portfolio Solutions’s Vulcan Materials VMC Stock Holding History

Orion Portfolio Solutions’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.9M	Buy	16,703 +419	+3%	+$106K	0.04%	423
2024 Q4	$4.19M	Sell	16,284 -1,016	-6%	-$273K	0.04%	382
2024 Q3	$4.33M	Sell	17,300 -823	-5%	-$204K	0.04%	376
2024 Q2	$4.51M	Sell	18,123 -2,593	-13%	-$670K	0.05%	340
2024 Q1	$5.65M	Sell	20,716 -4,437	-18%	-$1.09M	0.06%	300
2023 Q4	$5.63M	Buy	25,153 +117	+0.5%	+$24.8K	0.07%	281
2023 Q3	$5.06M	Sell	25,036 -3,901	-13%	-$849K	0.06%	294
2023 Q2	$6.52M	Sell	28,937 -611	-2%	-$117K	0.07%	268
2023 Q1	$5.07M	Buy	+29,548	New	+$5.25M	0.06%	273
2020 Q3	–	Sell	-269	Closed	-$31K	–	1996
2020 Q2	$31K	Buy	269 +209	+348%	+$22.9K	﹤0.01%	828
2020 Q1	$6K	Buy	60 +23	+62%	+$2.94K	﹤0.01%	1254
2019 Q4	$5K	Buy	+37	New	+$5.3K	﹤0.01%	1282

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Orion Portfolio Solutions's VMC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vulcan Materials (VMC) stake by 2.6% in Q1 2025, buying an estimated $106K and bringing the position to 16,703 shares worth $3.9M. The position accounts for 0.04% of the portfolio, ranked #423.

Orion Portfolio Solutions first reported a position in VMC in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.52M in Q2 2023. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

Orion Portfolio Solutions held 16,703 shares of Vulcan Materials worth $3.9M as of Q1 2025.
Orion Portfolio Solutions bought 419 Vulcan Materials shares in Q1 2025, an estimated $106K.
Vulcan Materials made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #423 holding.
Orion Portfolio Solutions first reported a position in Vulcan Materials in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Vulcan Materials position peaked at $6.52M in Q2 2023.
916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.