Cerity Partners
VAL icon

Cerity Partners’s Valaris VAL Stock Holding History

Cerity Partners’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 		$297K Sell
4,092
-1,510
-27% -$141K ﹤0.01% 2801
2026
Q1 		$549K Buy
+5,602
New +$436K ﹤0.01% 2234
2025
Q1 		– Sell
-4,539
Closed -$222K – 2634
2024
Q4 		$222K Buy
+4,539
New +$219K ﹤0.01% 2189

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

Cerity Partners's VAL Position: Q2 2026 in Review

Cerity Partners reduced its Valaris (VAL) stake by 27% in Q2 2026, selling an estimated $141K and leaving 4,092 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Cerity Partners first reported a position in VAL in Q4 2024 and has held it in 3 quarters since. The position peaked at $549K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Cerity Partners held 4,092 shares of Valaris worth $297K as of Q2 2026.
  • Cerity Partners sold 1,510 Valaris shares in Q2 2026, an estimated $141K.
  • Valaris made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2801 holding.
  • Cerity Partners first reported a position in Valaris in Q4 2024 and has held it in 3 quarters since.
  • Cerity Partners's Valaris position peaked at $549K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.