Simon Quick Advisors’s Valmont Industries VMI Stock Holding History

Simon Quick 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
2025 Q2	–	Sell	-817	Closed	-$233K	–	643
2025 Q1	$233K	Buy	+817	New	+$266K	0.01%	509

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Simon Quick Advisors's VMI Position: Q2 2025 in Review

Simon Quick Advisors sold out of Valmont Industries (VMI) in Q2 2025, closing a stake of 817 shares — an estimated $233K sold.

Simon Quick Advisors first reported a position in VMI in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 496 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

Simon Quick Advisors reported no remaining Valmont Industries position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 817 Valmont Industries shares in Q2 2025, an estimated $233K.
Simon Quick Advisors first reported a position in Valmont Industries in Q1 2025 and held it in 1 quarter.
Simon Quick Advisors's Valmont Industries position peaked at $233K in Q1 2025.
496 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.