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Cedar Wealth Management’s Valaris VAL Stock Holding History

Cedar Wealth Management’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 		– Sell
-2,644
Closed -$259K – 102
2026
Q1 		$259K Sell
2,644
-2,664
-50% -$208K 0.08% 76
2025
Q4 		$268K Buy
5,308
+17
+0.3% +$912 0.08% 72
2025
Q3 		$258K Hold
5,291
– – 0.08% 75
2025
Q2 		$223K Buy
+5,291
New +$199K 0.08% 77

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 $3.37T AUM 44.26% 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

Cedar Wealth Management's VAL Position: Q2 2026 in Review

Cedar Wealth Management sold out of Valaris (VAL) in Q2 2026, closing a stake of 2,644 shares — an estimated $259K sold.

Cedar Wealth Management first reported a position in VAL in Q2 2025 and held it in 4 quarters. The position peaked at $268K in Q4 2025. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Cedar Wealth Management reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 2,644 Valaris shares in Q2 2026, an estimated $259K.
  • Cedar Wealth Management first reported a position in Valaris in Q2 2025 and held it in 4 quarters.
  • Cedar Wealth Management's Valaris position peaked at $268K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.