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Sendero Wealth Management’s Vulcan Materials VMC Stock Holding History

Sendero Wealth Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-848
Closed -$242K – 217
2025
Q4 		$242K Buy
848
+4
+0.5% +$1.17K 0.03% 188
2025
Q3 		$260K Sell
844
-15
-2% -$4.26K 0.03% 175
2025
Q2 		$224K Hold
859
– – 0.03% 182
2025
Q1 		$200K Buy
+859
New +$218K 0.03% 180

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sendero Wealth Management's VMC Position: Q1 2026 in Review

Sendero Wealth Management sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 848 shares — an estimated $242K sold.

Sendero Wealth Management first reported a position in VMC in Q1 2025 and held it in 4 quarters. The position peaked at $260K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Sendero Wealth Management reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 848 Vulcan Materials shares in Q1 2026, an estimated $242K.
  • Sendero Wealth Management first reported a position in Vulcan Materials in Q1 2025 and held it in 4 quarters.
  • Sendero Wealth Management's Vulcan Materials position peaked at $260K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.