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SageView Advisory Group’s Valmont Industries VMI Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-30
Closed -$12.1K – 2373
2025
Q4 		$12.1K Buy
+30
New +$12.2K ﹤0.01% 1645
2024
Q2 		– Sell
-38,445
Closed -$1.72M – 790
2024
Q1 		$1.72M Buy
+38,445
New +$8.6M 0.09% 130

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

SageView Advisory Group's VMI Position: Q1 2026 in Review

SageView Advisory Group sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 30 shares — an estimated $12.1K sold.

SageView Advisory Group first reported a position in VMI in Q1 2024 and held it in 2 quarters. The position peaked at $1.72M in Q1 2024. 606 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • SageView Advisory Group reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 30 Valmont Industries shares in Q1 2026, an estimated $12.1K.
  • SageView Advisory Group first reported a position in Valmont Industries in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Valmont Industries position peaked at $1.72M in Q1 2024.
  • 606 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.