BIAS
VVV icon

Beacon Investment Advisory Services’s Valvoline VVV Stock Holding History

Beacon Investment Advisory Services’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 		$22.5K Hold
570
– – ﹤0.01% 530
2026
Q1 		$19.2K Buy
+570
New +$19.7K ﹤0.01% 548

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

Beacon Investment Advisory Services's VVV Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Valvoline (VVV) position steady in Q2 2026 at 570 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Beacon Investment Advisory Services first reported a position in VVV in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Beacon Investment Advisory Services held 570 shares of Valvoline worth $22.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #530 holding.
  • Beacon Investment Advisory Services first reported a position in Valvoline in Q1 2026 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.