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Venturi Wealth Management’s Valmont Industries VMI Stock Holding History

Venturi Wealth Management’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 		$1.53M Buy
2,652
+540
+26% +$272K 0.06% 161
2026
Q1 		$844K Buy
2,112
+259
+14% +$113K 0.04% 226
2025
Q4 		$745K Sell
1,853
-550
-23% -$224K 0.03% 245
2025
Q3 		$932K Sell
2,403
-723
-23% -$263K 0.04% 205
2025
Q2 		$1.02M Sell
3,126
-399
-11% -$122K 0.05% 199
2025
Q1 		$1.01M Buy
3,525
+3,215
+1,037% +$1.05M 0.05% 203
2024
Q4 		$95.1K Buy
310
+141
+83% +$45.4K ﹤0.01% 804
2024
Q3 		$49K Buy
169
+24
+17% +$6.72K ﹤0.01% 774
2024
Q2 		$39.8K Buy
145
+113
+353% +$27.6K ﹤0.01% 731
2024
Q1 		$7.3K Buy
+32
New +$7.16K ﹤0.01% 1000
2023
Q4 		– Sell
-10
Closed -$2.4K – 1442
2023
Q3 		$2.4K Buy
+10
New +$2.57K ﹤0.01% 1129

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Venturi Wealth Management's VMI Position: Q2 2026 in Review

Venturi Wealth Management increased its Valmont Industries (VMI) stake by 26% in Q2 2026, buying an estimated $272K and bringing the position to 2,652 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #161.

Venturi Wealth Management first reported a position in VMI in Q3 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Venturi Wealth Management held 2,652 shares of Valmont Industries worth $1.53M as of Q2 2026.
  • Venturi Wealth Management bought 540 Valmont Industries shares in Q2 2026, an estimated $272K.
  • Valmont Industries made up 0.06% of Venturi Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Venturi Wealth Management first reported a position in Valmont Industries in Q3 2023 and has held it in 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.