UFF
VMI icon

USA Financial Formulas’s Valmont Industries VMI Stock Holding History

USA Financial Formulas’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 		– Sell
-332
Closed -$133K – 531
2026
Q1 		$133K Buy
+332
New +$145K 0.03% 148
2023
Q4 		– Sell
-227
Closed -$54.5K – 554
2023
Q3 		$54.5K Hold
227
– – 0.08% 200
2023
Q2 		$66.1K Sell
227
-138
-38% -$39.9K 0.1% 143
2023
Q1 		$117K Buy
+365
New +$116K 0.19% 81
2021
Q3 		– Sell
-1,508
Closed -$356K – 490
2021
Q2 		$356K Sell
1,508
-112
-7% -$27.1K 0.3% 95
2021
Q1 		$385K Buy
+1,620
New +$359K 0.31% 93

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

USA Financial Formulas's VMI Position: Q2 2026 in Review

USA Financial Formulas sold out of Valmont Industries (VMI) in Q2 2026, closing a stake of 332 shares — an estimated $133K sold.

USA Financial Formulas first reported a position in VMI in Q1 2021 and held it in 6 quarters. The position peaked at $385K in Q1 2021. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • USA Financial Formulas reported no remaining Valmont Industries position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 332 Valmont Industries shares in Q2 2026, an estimated $133K.
  • USA Financial Formulas first reported a position in Valmont Industries in Q1 2021 and held it in 6 quarters.
  • USA Financial Formulas's Valmont Industries position peaked at $385K in Q1 2021.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.