Blue Bell Private Wealth Management’s Valhi VHI Stock Holding History

Blue Bell Private Wealth Management’s Portfolio VHI Stock Details VHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22K	Hold	85	–	–	﹤0.01%	673
2025 Q4	$1.02K	Hold	85	–	–	﹤0.01%	674
2025 Q3	$1.34K	Hold	85	–	–	﹤0.01%	664
2025 Q2	$1.37K	Hold	85	–	–	﹤0.01%	654
2025 Q1	$1.38K	Hold	85	–	–	﹤0.01%	645
2024 Q4	$1.99K	Hold	85	–	–	﹤0.01%	591
2024 Q3	$2.84K	Hold	85	–	–	﹤0.01%	595
2024 Q2	$1.52K	Hold	85	–	–	﹤0.01%	642
2024 Q1	$1.46K	Hold	85	–	–	﹤0.01%	653
2023 Q4	$1.29K	Hold	85	–	–	﹤0.01%	655
2023 Q3	$1.13K	Hold	85	–	–	﹤0.01%	621
2023 Q2	$1.09K	Hold	85	–	–	﹤0.01%	634
2023 Q1	$1.48K	Hold	85	–	–	﹤0.01%	577
2022 Q4	$1.87K	Hold	85	–	–	﹤0.01%	570
2022 Q3	$2K	Hold	85	–	–	﹤0.01%	625
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	571
2022 Q1	$2K	Buy	+85	New	+$2.31K	﹤0.01%	718

Other funds holding VHI

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Blue Bell Private Wealth Management's VHI Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Valhi (VHI) position steady in Q1 2026 at 85 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Blue Bell Private Wealth Management first reported a position in VHI in Q1 2022 and has held it in 17 quarters since. The position peaked at $4K in Q2 2022. 63 funds tracked by Wall St. Rank hold VHI as of Q1 2026.

Blue Bell Private Wealth Management held 85 shares of Valhi worth $1.22K as of Q1 2026.
Blue Bell Private Wealth Management left its Valhi share count unchanged in Q1 2026.
Valhi made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #673 holding.
Blue Bell Private Wealth Management first reported a position in Valhi in Q1 2022 and has held it in 17 quarters since.
Blue Bell Private Wealth Management's Valhi position peaked at $4K in Q2 2022.
63 funds tracked by Wall St. Rank held Valhi as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.