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True Wealth Design’s Valmont Industries VMI Stock Holding History

True Wealth Design’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 		$82K Buy
142
+9
+7% +$4.53K 0.02% 317
2026
Q1 		$53.1K Buy
133
+10
+8% +$4.37K 0.01% 385
2025
Q4 		$49.5K Sell
123
-1
-0.8% -$407 0.01% 335
2025
Q3 		$48.1K Buy
124
+89
+254% +$32.4K 0.01% 320
2025
Q2 		$11.4K Buy
35
+9
+35% +$2.76K ﹤0.01% 531
2025
Q1 		$7.44K Buy
+26
New +$8.48K ﹤0.01% 557

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

True Wealth Design's VMI Position: Q2 2026 in Review

True Wealth Design increased its Valmont Industries (VMI) stake by 6.8% in Q2 2026, buying an estimated $4.53K and bringing the position to 142 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #317.

True Wealth Design first reported a position in VMI in Q1 2025 and has held it in 6 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • True Wealth Design held 142 shares of Valmont Industries worth $82K as of Q2 2026.
  • True Wealth Design bought 9 Valmont Industries shares in Q2 2026, an estimated $4.53K.
  • Valmont Industries made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #317 holding.
  • True Wealth Design first reported a position in Valmont Industries in Q1 2025 and has held it in 6 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.