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Sequoia Financial Advisors’s Valmont Industries VMI Stock Holding History

Sequoia Financial Advisors’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 		$699K Sell
1,211
-17
-1% -$8.55K ﹤0.01% 1115
2026
Q1 		$491K Sell
1,228
-278
-18% -$121K ﹤0.01% 1289
2025
Q4 		$606K Buy
1,506
+571
+61% +$232K ﹤0.01% 1171
2025
Q3 		$362K Buy
935
+160
+21% +$58.2K ﹤0.01% 1297
2025
Q2 		$253K Buy
+775
New +$238K ﹤0.01% 1356

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's VMI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Valmont Industries (VMI) stake by 1.4% in Q2 2026, selling an estimated $8.55K and leaving 1,211 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Sequoia Financial Advisors first reported a position in VMI in Q2 2025 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Sequoia Financial Advisors held 1,211 shares of Valmont Industries worth $699K as of Q2 2026.
  • Sequoia Financial Advisors sold 17 Valmont Industries shares in Q2 2026, an estimated $8.55K.
  • Valmont Industries made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1115 holding.
  • Sequoia Financial Advisors first reported a position in Valmont Industries in Q2 2025 and has held it in 5 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.