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Clearstead Advisors’s Valaris VAL Stock Holding History

Clearstead Advisors’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 		$6.1K Buy
84
+4
+5% +$372 ﹤0.01% 2138
2026
Q1 		$7.84K Sell
80
-266
-77% -$20.7K ﹤0.01% 1655
2025
Q4 		$17.4K Buy
346
+253
+272% +$13.6K ﹤0.01% 1754
2025
Q3 		$4.54K Buy
93
+38
+69% +$1.85K ﹤0.01% 2193
2025
Q2 		$2.32K Buy
55
+54
+5,400% +$2.03K ﹤0.01% 2294
2025
Q1 		$40 Buy
+1
New +$43 ﹤0.01% 2167

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

Clearstead Advisors's VAL Position: Q2 2026 in Review

Clearstead Advisors increased its Valaris (VAL) stake by 5% in Q2 2026, buying an estimated $372 and bringing the position to 84 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Clearstead Advisors first reported a position in VAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4K in Q4 2025. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Clearstead Advisors held 84 shares of Valaris worth $6.1K as of Q2 2026.
  • Clearstead Advisors bought 4 Valaris shares in Q2 2026, an estimated $372.
  • Valaris made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2138 holding.
  • Clearstead Advisors first reported a position in Valaris in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Valaris position peaked at $17.4K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.