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Summit Wealth Group (Colorado)’s Valmont Industries VMI Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,073
Closed -$258K – 639
2025
Q3 		$258K Buy
+1,073
New +$390K 0.03% 395

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VMI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Valmont Industries (VMI) in Q4 2025, closing a stake of 1,073 shares — an estimated $258K sold.

Summit Wealth Group (Colorado) first reported a position in VMI in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 580 funds tracked by Wall St. Rank hold VMI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Valmont Industries position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,073 Valmont Industries shares in Q4 2025, an estimated $258K.
  • Summit Wealth Group (Colorado) first reported a position in Valmont Industries in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Valmont Industries position peaked at $258K in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.