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SHP Wealth Management’s Valmont Industries VMI Stock Holding History

SHP 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
Q2 		$1.73K Buy
3
+1
+50% +$503 ﹤0.01% 1437
2026
Q1 		$799 Buy
+2
New +$873 ﹤0.01% 1515

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

SHP Wealth Management's VMI Position: Q2 2026 in Review

SHP Wealth Management increased its Valmont Industries (VMI) stake by 50% in Q2 2026, buying an estimated $503 and bringing the position to 3 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

SHP Wealth Management first reported a position in VMI in Q1 2026 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • SHP Wealth Management held 3 shares of Valmont Industries worth $1.73K as of Q2 2026.
  • SHP Wealth Management bought 1 Valmont Industries share in Q2 2026, an estimated $503.
  • Valmont Industries made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1437 holding.
  • SHP Wealth Management first reported a position in Valmont Industries in Q1 2026 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.