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Root Financial Partners’s Valmont Industries VMI Stock Holding History

Root Financial Partners’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 		– Sell
-79
Closed -$31.6K – 3103
2026
Q1 		$31.6K Buy
79
+7
+10% +$3.06K ﹤0.01% 1090
2025
Q4 		$29K Buy
72
+14
+24% +$5.7K ﹤0.01% 967
2025
Q3 		$22.5K Buy
+58
New +$21.1K ﹤0.01% 1059

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PTB
Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Root Financial Partners's VMI Position: Q2 2026 in Review

Root Financial Partners sold out of Valmont Industries (VMI) in Q2 2026, closing a stake of 79 shares — an estimated $31.6K sold.

Root Financial Partners first reported a position in VMI in Q3 2025 and held it in 3 quarters. The position peaked at $31.6K in Q1 2026. 186 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Root Financial Partners reported no remaining Valmont Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 79 Valmont Industries shares in Q2 2026, an estimated $31.6K.
  • Root Financial Partners first reported a position in Valmont Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Valmont Industries position peaked at $31.6K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.