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Physician Wealth Advisors’s Valmont Industries VMI Stock Holding History

Physician Wealth 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
2026
Q2 		$578 Hold
1
– – ﹤0.01% 2038
2026
Q1 		$400 Hold
1
– – ﹤0.01% 1985
2025
Q4 		$403 Hold
1
– – ﹤0.01% 1956
2025
Q3 		$388 Buy
+1
New +$364 ﹤0.01% 1857
2025
Q2 		– Sell
-3
Closed -$857 – 1985
2025
Q1 		$857 Buy
+3
New +$978 ﹤0.01% 1193

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Physician Wealth Advisors's VMI Position: Q2 2026 in Review

Physician Wealth Advisors held its Valmont Industries (VMI) position steady in Q2 2026 at 1 share worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Physician Wealth Advisors first reported a position in VMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $857 in Q1 2025. 90 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Physician Wealth Advisors held 1 share of Valmont Industries worth $578 as of Q2 2026.
  • Physician Wealth Advisors left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2038 holding.
  • Physician Wealth Advisors first reported a position in Valmont Industries in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Valmont Industries position peaked at $857 in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.