Atala Financial’s Valvoline VVV Stock Holding History

Atala Financial’s Portfolio VVV Stock Details VVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,141	Closed	-$74.5K	–	439
2025 Q1	$74.5K	Hold	2,141	–	–	0.05%	156
2024 Q4	$77.5K	Buy	+2,141	New	+$85.7K	0.05%	159

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atala Financial's VVV Position: Q2 2025 in Review

Atala Financial sold out of Valvoline (VVV) in Q2 2025, closing a stake of 2,141 shares — an estimated $74.5K sold.

Atala Financial first reported a position in VVV in Q4 2024 and held it in 2 quarters. The position peaked at $77.5K in Q4 2024. 410 funds tracked by Wall St. Rank hold VVV as of Q2 2025.

Atala Financial reported no remaining Valvoline position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 2,141 Valvoline shares in Q2 2025, an estimated $74.5K.
Atala Financial first reported a position in Valvoline in Q4 2024 and held it in 2 quarters.
Atala Financial's Valvoline position peaked at $77.5K in Q4 2024.
410 funds tracked by Wall St. Rank held Valvoline as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.