Capstone Investment Advisors
VAL icon

Capstone Investment Advisors’s Valaris VAL Stock Holding History

Capstone Investment Advisors’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4M Buy
240,000
+140,357
+141% +$13.1M 0.03% 225
2026
Q1 		$9.77M Buy
+99,643
New +$7.76M 0.02% 292
2025
Q2 		– Sell
-66,254
Closed -$2.6M – 1742
2025
Q1 		$2.6M Sell
66,254
-230
-0.3% -$9.86K 0.01% 620
2024
Q4 		$2.94M Buy
+66,484
New +$3.2M 0.01% 718

Other funds holding VAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Investment Advisors's VAL Position: Q2 2026 in Review

Capstone Investment Advisors increased its Valaris (VAL) stake by 141% in Q2 2026, buying an estimated $13.1M and bringing the position to 240,000 shares worth $17.4M. The position accounts for 0.03% of the portfolio, ranked #225.

Capstone Investment Advisors first reported a position in VAL in Q4 2024 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Capstone Investment Advisors held 240,000 shares of Valaris worth $17.4M as of Q2 2026.
  • Capstone Investment Advisors bought 140,357 Valaris shares in Q2 2026, an estimated $13.1M.
  • Valaris made up 0.03% of Capstone Investment Advisors's portfolio in Q2 2026, its #225 holding.
  • Capstone Investment Advisors first reported a position in Valaris in Q4 2024 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.