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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
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 		$2.75M Buy
+11,002
New +$2.73M 1.53% 20

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Proactive Wealth Strategies's VMC Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Vulcan Materials (VMC) stake by 4.4% in Q2 2026, buying an estimated $340K and bringing the position to 28,036 shares worth $8.27M. The position accounts for 1.33% of the portfolio, ranked #21.

Proactive Wealth Strategies first reported a position in VMC in Q3 2024 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Proactive Wealth Strategies held 28,036 shares of Vulcan Materials worth $8.27M as of Q2 2026.
  • Proactive Wealth Strategies bought 1,186 Vulcan Materials shares in Q2 2026, an estimated $340K.
  • Vulcan Materials made up 1.33% of Proactive Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Proactive Wealth Strategies first reported a position in Vulcan Materials in Q3 2024 and has held it in 8 quarters since.
  • 609 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.