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Provenance Wealth Advisors’s Valmont Industries VMI Stock Holding History

Provenance 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 		$47.9K Hold
83
– – ﹤0.01% 232
2026
Q1 		$33.2K Hold
83
– – ﹤0.01% 232
2025
Q4 		$33.4K Hold
83
– – ﹤0.01% 226
2025
Q3 		$32.2K Hold
83
– – ﹤0.01% 248
2025
Q2 		$27.1K Sell
83
-350
-81% -$107K ﹤0.01% 248
2025
Q1 		$124K Sell
433
-415
-49% -$135K 0.02% 166
2024
Q4 		$260K Sell
848
-2,685
-76% -$865K 0.03% 128
2024
Q3 		$1.02M Sell
3,533
-40
-1% -$11.2K 0.13% 66
2024
Q2 		$981K Buy
3,573
+33
+0.9% +$8.05K 0.14% 64
2024
Q1 		$808K Buy
3,540
+220
+7% +$49.2K 0.11% 69
2023
Q4 		$775K Buy
3,320
+170
+5% +$37.4K 0.1% 72
2023
Q3 		$757K Buy
+3,150
New +$810K 0.12% 66

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

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

Provenance Wealth Advisors held its Valmont Industries (VMI) position steady in Q2 2026 at 83 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Provenance Wealth Advisors first reported a position in VMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2024. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Provenance Wealth Advisors held 83 shares of Valmont Industries worth $47.9K as of Q2 2026.
  • Provenance Wealth Advisors left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • Provenance Wealth Advisors first reported a position in Valmont Industries in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Valmont Industries position peaked at $1.02M in Q3 2024.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.