Wealth Enhancement Advisory Services
VMI icon

Wealth Enhancement Advisory Services’s Valmont Industries VMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.73M Buy
8,848
+1,115
+14% +$561K 0.01% 1189
2026
Q1 		$2.39M Buy
7,733
+1,826
+31% +$797K ﹤0.01% 1292
2025
Q4 		$2.49M Buy
5,907
+312
+6% +$127K ﹤0.01% 1394
2025
Q3 		$2.22M Buy
5,595
+1,801
+47% +$655K ﹤0.01% 1374
2025
Q2 		$1.3M Buy
3,794
+1,215
+47% +$373K ﹤0.01% 1602
2025
Q1 		$736K Buy
2,579
+393
+18% +$128K ﹤0.01% 1789
2024
Q4 		$670K Sell
2,186
-139
-6% -$44.8K ﹤0.01% 1787
2024
Q3 		$674K Buy
2,325
+35
+2% +$9.8K ﹤0.01% 1623
2024
Q2 		$628K Sell
2,290
-192
-8% -$46.8K ﹤0.01% 1498
2024
Q1 		$567K Sell
2,482
-30
-1% -$6.71K ﹤0.01% 1503
2023
Q4 		$587K Buy
2,512
+283
+13% +$62.2K ﹤0.01% 1417
2023
Q3 		$535K Buy
+2,229
New +$573K ﹤0.01% 1388

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

Wealth Enhancement Advisory Services's VMI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Valmont Industries (VMI) stake by 14% in Q2 2026, buying an estimated $561K and bringing the position to 8,848 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #1189.

Wealth Enhancement Advisory Services first reported a position in VMI in Q3 2023 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,848 shares of Valmont Industries worth $3.73M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,115 Valmont Industries shares in Q2 2026, an estimated $561K.
  • Valmont Industries made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1189 holding.
  • Wealth Enhancement Advisory Services first reported a position in Valmont Industries in Q3 2023 and has held it in 12 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.