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Sendero Wealth Management’s Valmont Industries VMI Stock Holding History

Sendero Wealth Management’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 		$228K Hold
570
– – 0.03% 195
2025
Q4 		$229K Hold
570
– – 0.03% 191
2025
Q3 		$221K Buy
+570
New +$207K 0.03% 183

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Sendero Wealth Management held its Valmont Industries (VMI) position steady in Q1 2026 at 570 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #195.

Sendero Wealth Management first reported a position in VMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Sendero Wealth Management held 570 shares of Valmont Industries worth $228K as of Q1 2026.
  • Sendero Wealth Management left its Valmont Industries share count unchanged in Q1 2026.
  • Valmont Industries made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Sendero Wealth Management first reported a position in Valmont Industries in Q3 2025 and has held it in 3 quarters since.
  • Sendero Wealth Management's Valmont Industries position peaked at $229K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

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