Cerity Partners
VVV icon

Cerity Partners’s Valvoline VVV Stock Holding History

Cerity Partners’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Sell
13,923
-1,765
-11% -$61.4K ﹤0.01% 2367
2026
Q1 		$528K Buy
+15,688
New +$543K ﹤0.01% 2257
2025
Q4 		– Sell
-8,390
Closed -$301K – 3029
2025
Q3 		$301K Sell
8,390
-4,478
-35% -$171K ﹤0.01% 2279
2025
Q2 		$487K Sell
12,868
-28
-0.2% -$979 ﹤0.01% 1868
2025
Q1 		$449K Sell
12,896
-15,121
-54% -$552K ﹤0.01% 1823
2024
Q4 		$1.03M Sell
28,017
-1,481
-5% -$59.3K ﹤0.01% 1395
2024
Q3 		$1.23M Buy
29,498
+2,482
+9% +$105K ﹤0.01% 1306
2024
Q2 		$1.17M Sell
27,016
-1,475
-5% -$61.9K ﹤0.01% 1156
2024
Q1 		$1.27M Buy
28,491
+575
+2% +$22.9K ﹤0.01% 1166
2023
Q4 		$1.05M Buy
+27,916
New +$935K ﹤0.01% 971
2023
Q3 		– Sell
-24,956
Closed -$936K – 1721
2023
Q2 		$936K Buy
+24,956
New +$906K ﹤0.01% 947

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Cerity Partners's VVV Position: Q2 2026 in Review

Cerity Partners reduced its Valvoline (VVV) stake by 11% in Q2 2026, selling an estimated $61.4K and leaving 13,923 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Cerity Partners first reported a position in VVV in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2024. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Cerity Partners held 13,923 shares of Valvoline worth $551K as of Q2 2026.
  • Cerity Partners sold 1,765 Valvoline shares in Q2 2026, an estimated $61.4K.
  • Valvoline made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2367 holding.
  • Cerity Partners first reported a position in Valvoline in Q2 2023 and has held it in 11 quarters since.
  • Cerity Partners's Valvoline position peaked at $1.27M in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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