Clearstead Advisors’s Valneva VALN Stock Holding History

Clearstead Advisors’s Portfolio VALN Stock Details VALN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-48	Closed	-$303	–	3730
2026 Q1	$303	Hold	48	–	–	﹤0.01%	2147
2025 Q4	$427	Buy	+48	New	+$446	﹤0.01%	2325

Other funds holding VALN

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

Clearstead Advisors's VALN Position: Q2 2026 in Review

Clearstead Advisors sold out of Valneva (VALN) in Q2 2026, closing a stake of 48 shares — an estimated $303 sold.

Clearstead Advisors first reported a position in VALN in Q4 2025 and held it in 2 quarters. The position peaked at $427 in Q4 2025. 20 funds tracked by Wall St. Rank hold VALN as of Q2 2026.

Clearstead Advisors reported no remaining Valneva position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 48 Valneva shares in Q2 2026, an estimated $303.
Clearstead Advisors first reported a position in Valneva in Q4 2025 and held it in 2 quarters.
Clearstead Advisors's Valneva position peaked at $427 in Q4 2025.
20 funds tracked by Wall St. Rank held Valneva as of Q2 2026.

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