Caldwell Trust’s Valens Semiconductor VLN Stock Holding History

Caldwell Trust’s Portfolio VLN Stock Details VLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-500	Closed	-$895	–	789
2025 Q3	$895	Buy	+500	New	+$1.13K	﹤0.01%	738

Other funds holding VLN

Value Base Tel Aviv, Israel $127M AUM 12.37% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Caldwell Trust's VLN Position: Q4 2025 in Review

Caldwell Trust sold out of Valens Semiconductor (VLN) in Q4 2025, closing a stake of 500 shares — an estimated $895 sold.

Caldwell Trust first reported a position in VLN in Q3 2025 and held it in 1 quarter. The position peaked at $895 in Q3 2025. 45 funds tracked by Wall St. Rank hold VLN as of Q4 2025.

Caldwell Trust reported no remaining Valens Semiconductor position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 500 Valens Semiconductor shares in Q4 2025, an estimated $895.
Caldwell Trust first reported a position in Valens Semiconductor in Q3 2025 and held it in 1 quarter.
Caldwell Trust's Valens Semiconductor position peaked at $895 in Q3 2025.
45 funds tracked by Wall St. Rank held Valens Semiconductor as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.