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Waverly Advisors’s Valmont Industries VMI Stock Holding History

Waverly Advisors’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 		$370K Buy
641
+38
+6% +$19.1K ﹤0.01% 1311
2026
Q1 		$241K Sell
603
-4
-0.7% -$1.75K ﹤0.01% 1416
2025
Q4 		$244K Buy
607
+83
+16% +$33.8K ﹤0.01% 1301
2025
Q3 		$203K Buy
+524
New +$191K ﹤0.01% 1212

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

Waverly Advisors's VMI Position: Q2 2026 in Review

Waverly Advisors increased its Valmont Industries (VMI) stake by 6.3% in Q2 2026, buying an estimated $19.1K and bringing the position to 641 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Waverly Advisors first reported a position in VMI in Q3 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Waverly Advisors held 641 shares of Valmont Industries worth $370K as of Q2 2026.
  • Waverly Advisors bought 38 Valmont Industries shares in Q2 2026, an estimated $19.1K.
  • Valmont Industries made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1311 holding.
  • Waverly Advisors first reported a position in Valmont Industries in Q3 2025 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.