Clearstead Trust’s Valvoline VVV Stock Holding History

Clearstead Trust’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	$3.92K	Buy	99 +30	+43%	+$1.04K	﹤0.01%	816
2026 Q1	$2.32K	Buy	+69	New	+$2.39K	﹤0.01%	864

Other funds holding VVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Clearstead Trust's VVV Position: Q2 2026 in Review

Clearstead Trust increased its Valvoline (VVV) stake by 43% in Q2 2026, buying an estimated $1.04K and bringing the position to 99 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Clearstead Trust first reported a position in VVV in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

Clearstead Trust held 99 shares of Valvoline worth $3.92K as of Q2 2026.
Clearstead Trust bought 30 Valvoline shares in Q2 2026, an estimated $1.04K.
Valvoline made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #816 holding.
Clearstead Trust first reported a position in Valvoline in Q1 2026 and has held it in 2 quarters since.
451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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