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Portside Wealth Group’s Valmont Industries VMI Stock Holding History

Portside Wealth Group’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 		$941K Buy
1,629
+124
+8% +$62.4K 0.11% 201
2026
Q1 		$601K Buy
1,505
+50
+3% +$21.8K 0.08% 227
2025
Q4 		$585K Buy
1,455
+145
+11% +$59K 0.08% 226
2025
Q3 		$508K Buy
1,310
+68
+5% +$24.7K 0.07% 250
2025
Q2 		$406K Buy
1,242
+303
+32% +$92.9K 0.06% 277
2025
Q1 		$268K Buy
939
+110
+13% +$35.9K 0.04% 363
2024
Q4 		$254K Buy
829
+74
+10% +$23.8K 0.04% 362
2024
Q3 		$219K Buy
+755
New +$211K 0.04% 359
2024
Q2 		– Sell
-1,085
Closed -$248K – 404
2024
Q1 		$248K Buy
1,085
+153
+16% +$34.2K 0.05% 309
2023
Q4 		$218K Buy
+932
New +$205K 0.04% 323
2023
Q3 		– Sell
-738
Closed -$215K – 389
2023
Q2 		$215K Buy
+738
New +$213K 0.04% 313

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

Portside Wealth Group's VMI Position: Q2 2026 in Review

Portside Wealth Group increased its Valmont Industries (VMI) stake by 8.2% in Q2 2026, buying an estimated $62.4K and bringing the position to 1,629 shares worth $941K. The position accounts for 0.11% of the portfolio, ranked #201.

Portside Wealth Group first reported a position in VMI in Q2 2023 and has held it in 11 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Portside Wealth Group held 1,629 shares of Valmont Industries worth $941K as of Q2 2026.
  • Portside Wealth Group bought 124 Valmont Industries shares in Q2 2026, an estimated $62.4K.
  • Valmont Industries made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #201 holding.
  • Portside Wealth Group first reported a position in Valmont Industries in Q2 2023 and has held it in 11 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.