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Orion Portfolio Solutions’s Valmont Industries VMI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$13.6M Buy
47,624
+1,549
+3% +$505K 0.13% 136
2024
Q4 		$14.1M Sell
46,075
-1,398
-3% -$450K 0.14% 130
2024
Q3 		$13.8M Buy
47,473
+190
+0.4% +$53.2K 0.14% 143
2024
Q2 		$13M Buy
47,283
+142
+0.3% +$34.6K 0.14% 147
2024
Q1 		$10.8M Sell
47,141
-20
-0% -$4.48K 0.12% 182
2023
Q4 		$10.9M Sell
47,161
-11
-0% -$2.42K 0.13% 169
2023
Q3 		$11.3M Sell
47,172
-12
-0% -$3.08K 0.14% 152
2023
Q2 		$13.7M Buy
47,184
+55
+0.1% +$15.9K 0.15% 138
2023
Q1 		$15M Sell
47,129
-23
-0% -$7.34K 0.19% 112
2022
Q4 		$15.6M Sell
47,152
-375
-0.8% -$119K 0.55% 29
2022
Q3 		$12.8M Sell
47,527
-1,475
-3% -$390K 0.51% 27
2022
Q2 		$11M Buy
49,002
+1
+0% +$245 0.44% 33
2022
Q1 		$11.7M Buy
49,001
+2
+0% +$455 0.41% 35
2021
Q4 		$12.3M Sell
48,999
-1,551
-3% -$380K 0.41% 32
2021
Q3 		$11.9M Sell
50,550
-400
-0.8% -$95.1K 0.44% 36
2021
Q2 		$12M Sell
50,950
-3,215
-6% -$778K 0.47% 36
2021
Q1 		$12.9M Sell
54,165
-7
-0% -$1.55K 0.56% 31
2020
Q4 		$9.48M Buy
54,172
+3
+0% +$467 0.44% 43
2020
Q3 		$6.73M Sell
54,169
-138
-0.3% -$17K 0.35% 52
2020
Q2 		$6.17M Sell
54,307
-1
-0% -$111 0.33% 49
2020
Q1 		$5.76M Sell
54,308
-2
-0% -$259 0.4% 41
2019
Q4 		$8.13M Buy
+54,310
New +$7.67M 0.64% 35

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Valmont Industries (VMI) stake by 3.4% in Q1 2025, buying an estimated $505K and bringing the position to 47,624 shares worth $13.6M. The position accounts for 0.13% of the portfolio, ranked #136.

Orion Portfolio Solutions first reported a position in VMI in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.6M in Q4 2022. 501 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

  • Orion Portfolio Solutions held 47,624 shares of Valmont Industries worth $13.6M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,549 Valmont Industries shares in Q1 2025, an estimated $505K.
  • Valmont Industries made up 0.13% of Orion Portfolio Solutions's portfolio in Q1 2025, its #136 holding.
  • Orion Portfolio Solutions first reported a position in Valmont Industries in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Valmont Industries position peaked at $15.6M in Q4 2022.
  • 501 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

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