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Rise Advisors’s Valmont Industries VMI Stock Holding History

Rise 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
2025
Q4 		– Sell
-53
Closed -$20.5K – 1384
2025
Q3 		$20.5K Hold
53
– – 0.01% 556
2025
Q2 		$17.3K Hold
53
– – 0.01% 623
2025
Q1 		$15K Sell
53
-27
-34% -$8.8K 0.01% 684
2024
Q4 		$24.4K Buy
80
+1
+1% +$322 0.01% 522
2024
Q3 		$23K Hold
79
– – 0.01% 598
2024
Q2 		$21.7K Hold
79
– – 0.01% 586
2024
Q1 		$18K Buy
+79
New +$17.7K 0.01% 715

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's VMI Position: Q4 2025 in Review

Rise Advisors sold out of Valmont Industries (VMI) in Q4 2025, closing a stake of 53 shares — an estimated $20.5K sold.

Rise Advisors first reported a position in VMI in Q1 2024 and held it in 7 quarters. The position peaked at $24.4K in Q4 2024. 581 funds tracked by Wall St. Rank hold VMI as of Q4 2025.

  • Rise Advisors reported no remaining Valmont Industries position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 53 Valmont Industries shares in Q4 2025, an estimated $20.5K.
  • Rise Advisors first reported a position in Valmont Industries in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Valmont Industries position peaked at $24.4K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.