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Boreal Capital Management’s Valvoline VVV Stock Holding History

Boreal Capital 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 		$949 Hold
24
– – ﹤0.01% 467
2026
Q1 		$808 Hold
24
– – ﹤0.01% 464
2025
Q4 		$697 Hold
24
– – ﹤0.01% 485
2025
Q3 		$862 Hold
24
– – ﹤0.01% 491
2025
Q2 		$908 Buy
+24
New +$839 ﹤0.01% 455

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

Boreal Capital Management's VVV Position: Q2 2026 in Review

Boreal Capital Management held its Valvoline (VVV) position steady in Q2 2026 at 24 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Boreal Capital Management first reported a position in VVV in Q2 2025 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Boreal Capital Management held 24 shares of Valvoline worth $949 as of Q2 2026.
  • Boreal Capital Management left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up ﹤0.01% of Boreal Capital Management's portfolio in Q2 2026, its #467 holding.
  • Boreal Capital Management first reported a position in Valvoline in Q2 2025 and has held it in 5 quarters since.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.