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Cloud Capital Management’s Value Line VALU Stock Holding History

Cloud Capital Management’s Portfolio VALU Stock Details VALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,299
Closed -$128K – 1429
2025
Q3 		$128K Buy
+3,299
New +$126K 0.07% 108
2025
Q2 		– Sell
-3,299
Closed -$127K – 247
2025
Q1 		$127K Buy
+3,299
New +$136K 0.09% 95

Other funds holding VALU

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Cloud Capital Management's VALU Position: Q4 2025 in Review

Cloud Capital Management sold out of Value Line (VALU) in Q4 2025, closing a stake of 3,299 shares — an estimated $128K sold.

Cloud Capital Management first reported a position in VALU in Q1 2025 and held it in 2 quarters. The position peaked at $128K in Q3 2025. 53 funds tracked by Wall St. Rank hold VALU as of Q4 2025.

  • Cloud Capital Management reported no remaining Value Line position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 3,299 Value Line shares in Q4 2025, an estimated $128K.
  • Cloud Capital Management first reported a position in Value Line in Q1 2025 and held it in 2 quarters.
  • Cloud Capital Management's Value Line position peaked at $128K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Value Line as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.