Proactive Wealth Strategies
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Proactive Wealth Strategies’s Vulcan Materials VMC Stock Holding History

Proactive Wealth Strategies’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
2026
Q3 		$7.6M Buy
31,052
+3,016
+11% +$820K 1.17% 27
2026
Q2 		$8.27M Buy
28,036
+1,186
+4% +$340K 1.33% 21
2026
Q1 		$7.31M Buy
26,850
+14,363
+115% +$4.23M 1.37% 24
2025
Q4 		$3.56M Buy
12,487
+960
+8% +$282K 1.41% 19
2025
Q3 		$3.55M Sell
11,527
-396
-3% -$112K 1.53% 20
2025
Q2 		$3.11M Buy
11,923
+565
+5% +$145K 1.47% 19
2025
Q1 		$2.65M Buy
11,358
+268
+2% +$68.1K 1.41% 21
2024
Q4 		$2.85M Buy
11,090
+88
+0.8% +$23.7K 1.49% 20
2024
Q3 		$2.76M Buy
+11,002
New +$2.73M 1.53% 20

Other funds holding VMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Proactive Wealth Strategies's VMC Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Vulcan Materials (VMC) stake by 11% in Q3 2026, buying an estimated $820K and bringing the position to 31,052 shares worth $7.6M. The position accounts for 1.17% of the portfolio, ranked #27.

Proactive Wealth Strategies first reported a position in VMC in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.27M in Q2 2026. 617 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • Proactive Wealth Strategies held 31,052 shares of Vulcan Materials worth $7.6M as of Q3 2026.
  • Proactive Wealth Strategies bought 3,016 Vulcan Materials shares in Q3 2026, an estimated $820K.
  • Vulcan Materials made up 1.17% of Proactive Wealth Strategies's portfolio in Q3 2026, its #27 holding.
  • Proactive Wealth Strategies first reported a position in Vulcan Materials in Q3 2024 and has held it in 9 quarters since.
  • Proactive Wealth Strategies's Vulcan Materials position peaked at $8.27M in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.