WANY
VMI icon

Wealthspire Advisors (New York)’s Valmont Industries VMI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-87
Closed -$33.7K – 2846
2025
Q3 		$33.7K Buy
+87
New +$31.6K ﹤0.01% 1398
2023
Q3 		– Sell
-1,205
Closed -$351K – 623
2023
Q2 		$351K Buy
+1,205
New +$348K 0.01% 435

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s VMI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Valmont Industries (VMI) in Q4 2025, closing a stake of 87 shares — an estimated $33.7K sold.

Wealthspire Advisors (New York) first reported a position in VMI in Q2 2023 and held it in 2 quarters. The position peaked at $351K in Q2 2023. 579 funds tracked by Wall St. Rank hold VMI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Valmont Industries position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 87 Valmont Industries shares in Q4 2025, an estimated $33.7K.
  • Wealthspire Advisors (New York) first reported a position in Valmont Industries in Q2 2023 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Valmont Industries position peaked at $351K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.