Rothwell Investment Advisors, LLC’s Value Line VALU Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio VALU Stock Details VALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.42K	Buy	+163	New	+$6.22K	﹤0.01%	859

Other funds holding VALU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VALU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Value Line (VALU) in Q3 2026: 163 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

21 funds tracked by Wall St. Rank hold VALU as of Q3 2026.

Rothwell Investment Advisors, LLC held 163 shares of Value Line worth $6.42K as of Q3 2026.
Value Line was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Value Line made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #859 holding.
21 funds tracked by Wall St. Rank held Value Line as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.