Root Financial Partners
VMI icon

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
Q3 		$50.9K Buy
+110
New +$54.3K ﹤0.01% 1077
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Root Financial Partners's VMI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Valmont Industries (VMI) in Q3 2026: 110 shares worth $50.9K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VMI as recently as Q1 2026.

Root Financial Partners first reported a position in VMI in Q3 2025 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

  • Root Financial Partners held 110 shares of Valmont Industries worth $50.9K as of Q3 2026.
  • Valmont Industries was a new Root Financial Partners position in Q3 2026.
  • Valmont Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1077 holding.
  • Root Financial Partners first reported a position in Valmont Industries in Q3 2025 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.