Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Valmont Industries VMI Stock Holding History

Steward Partners Investment Advisory’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 		$550K Sell
952
-133
-12% -$66.9K ﹤0.01% 1641
2026
Q1 		$434K Buy
1,085
+80
+8% +$34.9K ﹤0.01% 1593
2025
Q4 		$404K Buy
1,005
+191
+23% +$77.7K ﹤0.01% 1542
2025
Q3 		$316K Sell
814
-5
-0.6% -$1.82K ﹤0.01% 1628
2025
Q2 		$267K Buy
819
+6
+0.7% +$1.84K ﹤0.01% 1611
2025
Q1 		$232K Sell
813
-231
-22% -$75.3K ﹤0.01% 1573
2024
Q4 		$320K Buy
1,044
+211
+25% +$68K ﹤0.01% 1369
2024
Q3 		$242K Buy
833
+6
+0.7% +$1.68K ﹤0.01% 1432
2024
Q2 		$227K Sell
827
-23
-3% -$5.61K ﹤0.01% 1383
2024
Q1 		$194K Hold
850
– – ﹤0.01% 1454
2023
Q4 		$198K Sell
850
-251
-23% -$55.2K ﹤0.01% 1381
2023
Q3 		$264K Buy
1,101
+301
+38% +$77.4K ﹤0.01% 1171
2023
Q2 		$233K Hold
800
– – ﹤0.01% 1213
2023
Q1 		$255K Hold
800
– – ﹤0.01% 1176
2022
Q4 		$265K Sell
800
-100
-11% -$31.7K ﹤0.01% 1128
2022
Q3 		$242K Hold
900
– – ﹤0.01% 1125
2022
Q2 		$202K Hold
900
– – ﹤0.01% 1204
2022
Q1 		$215K Sell
900
-110
-11% -$25K ﹤0.01% 1266
2021
Q4 		$253K Buy
1,010
+110
+12% +$27K ﹤0.01% 1219
2021
Q3 		$212K Hold
900
– – ﹤0.01% 1251
2021
Q2 		$212K Hold
900
– – ﹤0.01% 1497
2021
Q1 		$214K Hold
900
– – ﹤0.01% 1266
2020
Q4 		$157K Hold
900
– – ﹤0.01% 1169
2020
Q3 		$112K Hold
900
– – ﹤0.01% 1177
2020
Q2 		$102K Buy
+900
New +$100K ﹤0.01% 1147

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

Steward Partners Investment Advisory's VMI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Valmont Industries (VMI) stake by 12% in Q2 2026, selling an estimated $66.9K and leaving 952 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Steward Partners Investment Advisory first reported a position in VMI in Q2 2020 and has held it in 25 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Steward Partners Investment Advisory held 952 shares of Valmont Industries worth $550K as of Q2 2026.
  • Steward Partners Investment Advisory sold 133 Valmont Industries shares in Q2 2026, an estimated $66.9K.
  • Valmont Industries made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1641 holding.
  • Steward Partners Investment Advisory first reported a position in Valmont Industries in Q2 2020 and has held it in 25 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.