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Atria Investments’s Valvoline VVV Stock Holding History

Atria Investments’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
2026
Q2 		$423K Buy
10,687
+2,213
+26% +$77K ﹤0.01% 1612
2026
Q1 		$285K Sell
8,474
-1,124
-12% -$38.9K ﹤0.01% 1788
2025
Q4 		$279K Sell
9,598
-608
-6% -$19.5K ﹤0.01% 1774
2025
Q3 		$367K Sell
10,206
-533
-5% -$20.3K ﹤0.01% 1602
2025
Q2 		$407K Buy
10,739
+404
+4% +$14.1K ﹤0.01% 1534
2025
Q1 		$360K Sell
10,335
-7,225
-41% -$264K ﹤0.01% 1519
2024
Q4 		$635K Sell
17,560
-3,122
-15% -$125K 0.01% 1202
2024
Q3 		$866K Buy
20,682
+3,424
+20% +$145K 0.01% 1045
2024
Q2 		$746K Sell
17,258
-6,258
-27% -$263K 0.01% 1096
2024
Q1 		$1.05M Buy
+23,516
New +$938K 0.01% 939
2023
Q2 		– Sell
-31,892
Closed -$1.11M – 893
2023
Q1 		$1.11M Sell
31,892
-788
-2% -$27.4K 0.02% 765
2022
Q4 		$1.07M Buy
+32,680
New +$989K 0.02% 737
2022
Q2 		– Sell
-35,027
Closed -$1.1M – 894
2022
Q1 		$1.1M Sell
35,027
-9,039
-21% -$295K 0.02% 809
2021
Q4 		$1.64M Buy
44,066
+5,499
+14% +$192K 0.03% 646
2021
Q3 		$1.2M Buy
+38,567
New +$1.2M 0.02% 717
2019
Q4 		– Sell
-9,685
Closed -$213K – 1243
2019
Q3 		$213K Buy
+9,685
New +$208K 0.01% 829

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Atria Investments's VVV Position: Q2 2026 in Review

Atria Investments increased its Valvoline (VVV) stake by 26% in Q2 2026, buying an estimated $77K and bringing the position to 10,687 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Atria Investments first reported a position in VVV in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2021. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Atria Investments held 10,687 shares of Valvoline worth $423K as of Q2 2026.
  • Atria Investments bought 2,213 Valvoline shares in Q2 2026, an estimated $77K.
  • Valvoline made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1612 holding.
  • Atria Investments first reported a position in Valvoline in Q3 2019 and has held it in 16 quarters since.
  • Atria Investments's Valvoline position peaked at $1.64M in Q4 2021.
  • 453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.