Cerity Partners
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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
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 $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

Cerity Partners's VAL Position: Q1 2026 in Review

Cerity Partners opened a new position in Valaris (VAL) in Q1 2026: 5,602 shares worth $549K. The stake represents ﹤0.01% of the portfolio and ranks #2234 among its holdings. This is a return to the name: Cerity Partners previously reported a position in VAL as recently as Q4 2024.

Cerity Partners first reported a position in VAL in Q4 2024 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Cerity Partners held 5,602 shares of Valaris worth $549K as of Q1 2026.
  • Valaris was a new Cerity Partners position in Q1 2026.
  • Valaris made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2234 holding.
  • Cerity Partners first reported a position in Valaris in Q4 2024 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.