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Bartlett & Co Wealth Management’s Valvoline VVV Stock Holding History

Bartlett & Co Wealth Management’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 		$198 Hold
5
– – ﹤0.01% 1265
2026
Q1 		$161 Buy
+5
New +$173 ﹤0.01% 1213
2023
Q3 		– Sell
-1,479
Closed -$55.5K – 1204
2023
Q2 		$55.5K Buy
+1,479
New +$53.7K ﹤0.01% 654

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's VVV Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Valvoline (VVV) position steady in Q2 2026 at 5 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Bartlett & Co Wealth Management first reported a position in VVV in Q2 2023 and has held it in 3 quarters since. The position peaked at $55.5K in Q2 2023. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Bartlett & Co Wealth Management held 5 shares of Valvoline worth $198 as of Q2 2026.
  • Bartlett & Co Wealth Management left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1265 holding.
  • Bartlett & Co Wealth Management first reported a position in Valvoline in Q2 2023 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Valvoline position peaked at $55.5K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.