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Savvy Advisors Inc’s Valmont Industries VMI Stock Holding History

Savvy Advisors Inc’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 		$830K Sell
1,436
-40
-3% -$20.1K 0.02% 590
2026
Q1 		$590K Buy
1,476
+161
+12% +$70.3K 0.02% 605
2025
Q4 		$529K Buy
1,315
+69
+6% +$28.1K 0.02% 546
2025
Q3 		$483K Buy
1,246
+261
+26% +$94.9K 0.02% 433
2025
Q2 		$322K Buy
985
+153
+18% +$46.9K 0.02% 472
2025
Q1 		$237K Buy
832
+86
+12% +$28K 0.02% 443
2024
Q4 		$229K Buy
+746
New +$240K 0.03% 397

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's VMI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Valmont Industries (VMI) stake by 2.7% in Q2 2026, selling an estimated $20.1K and leaving 1,436 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #590.

Savvy Advisors Inc first reported a position in VMI in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Savvy Advisors Inc held 1,436 shares of Valmont Industries worth $830K as of Q2 2026.
  • Savvy Advisors Inc sold 40 Valmont Industries shares in Q2 2026, an estimated $20.1K.
  • Valmont Industries made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #590 holding.
  • Savvy Advisors Inc first reported a position in Valmont Industries in Q4 2024 and has held it in 7 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.