Wedge Capital Management’s Valmont Industries VMI Stock Holding History

Wedge Capital 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	$4.4M	Sell	7,624 -377	-5%	-$190K	0.07%	207
2026 Q1	$3.2M	Sell	8,001 -444	-5%	-$194K	0.06%	254
2025 Q4	$3.4M	Sell	8,445 -1,167	-12%	-$475K	0.06%	257
2025 Q3	$3.73M	Sell	9,612 -873	-8%	-$318K	0.06%	245
2025 Q2	$3.42M	Sell	10,485 -422	-4%	-$129K	0.06%	248
2025 Q1	$3.11M	Sell	10,907 -984	-8%	-$321K	0.06%	251
2024 Q4	$3.65M	Sell	11,891 -107	-0.9%	-$34.5K	0.07%	244
2024 Q3	$3.48M	Sell	11,998 -4,835	-29%	-$1.35M	0.06%	255
2024 Q2	$4.62M	Sell	16,833 -4,290	-20%	-$1.05M	0.08%	206
2024 Q1	$4.82M	Buy	+21,123	New	+$4.73M	0.08%	236

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PTB

Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Wedge Capital Management's VMI Position: Q2 2026 in Review

Wedge Capital Management reduced its Valmont Industries (VMI) stake by 4.7% in Q2 2026, selling an estimated $190K and leaving 7,624 shares worth $4.4M. The position accounts for 0.07% of the portfolio, ranked #207.

Wedge Capital Management first reported a position in VMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.82M in Q1 2024. 136 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Wedge Capital Management held 7,624 shares of Valmont Industries worth $4.4M as of Q2 2026.
Wedge Capital Management sold 377 Valmont Industries shares in Q2 2026, an estimated $190K.
Valmont Industries made up 0.07% of Wedge Capital Management's portfolio in Q2 2026, its #207 holding.
Wedge Capital Management first reported a position in Valmont Industries in Q1 2024 and has held it in 10 quarters since.
Wedge Capital Management's Valmont Industries position peaked at $4.82M in Q1 2024.
136 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.