CWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cedar Wealth Management's VAL Position: Q1 2026 in Review

Cedar Wealth Management reduced its Valaris (VAL) stake by 50% in Q1 2026, selling an estimated $208K and leaving 2,644 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #76.

Cedar Wealth Management first reported a position in VAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $268K in Q4 2025. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Cedar Wealth Management held 2,644 shares of Valaris worth $259K as of Q1 2026.
  • Cedar Wealth Management sold 2,664 Valaris shares in Q1 2026, an estimated $208K.
  • Valaris made up 0.08% of Cedar Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Cedar Wealth Management first reported a position in Valaris in Q2 2025 and has held it in 4 quarters since.
  • Cedar Wealth Management's Valaris position peaked at $268K in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.