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Simplicity Wealth’s Valmont Industries VMI Stock Holding History

Simplicity Wealth’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 		$446K Buy
772
+168
+28% +$84.5K 0.02% 687
2026
Q1 		$241K Sell
604
-6
-1% -$2.62K 0.01% 667
2025
Q4 		$245K Buy
+610
New +$248K 0.01% 617

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

Simplicity Wealth's VMI Position: Q2 2026 in Review

Simplicity Wealth increased its Valmont Industries (VMI) stake by 28% in Q2 2026, buying an estimated $84.5K and bringing the position to 772 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #687.

Simplicity Wealth first reported a position in VMI in Q4 2025 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Simplicity Wealth held 772 shares of Valmont Industries worth $446K as of Q2 2026.
  • Simplicity Wealth bought 168 Valmont Industries shares in Q2 2026, an estimated $84.5K.
  • Valmont Industries made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #687 holding.
  • Simplicity Wealth first reported a position in Valmont Industries in Q4 2025 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.