Creative Planning’s Valaris VAL Stock Holding History

Creative Planning’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	$5.38M	Sell	74,053 -1,053	-1%	-$98K	﹤0.01%	1354
2026 Q1	$7.36M	Buy	75,106 +9,976	+15%	+$777K	0.01%	903
2025 Q4	$3.28M	Sell	65,130 -713	-1%	-$38.3K	﹤0.01%	1318
2025 Q3	$3.21M	Buy	65,843 +7,020	+12%	+$342K	﹤0.01%	1172
2025 Q2	$2.48M	Buy	58,823 +38,174	+185%	+$1.44M	﹤0.01%	1169
2025 Q1	$811K	Sell	20,649 -8,308	-29%	-$356K	﹤0.01%	1884
2024 Q4	$1.28M	Buy	28,957 +18,607	+180%	+$896K	﹤0.01%	1458
2024 Q3	$577K	Buy	10,350 +1,751	+20%	+$115K	﹤0.01%	1971
2024 Q2	$641K	Buy	8,599 +4,592	+115%	+$333K	﹤0.01%	1753
2024 Q1	$302K	Buy	4,007 +491	+14%	+$32.9K	﹤0.01%	2248
2023 Q4	$241K	Buy	+3,516	New	+$241K	﹤0.01%	2265
2022 Q2	–	Sell	-875	Closed	–	–	2547
2022 Q1	$0	Buy	+875	New	+$37.9K	﹤0.01%	2446

Other funds holding VAL

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's VAL Position: Q2 2026 in Review

Creative Planning reduced its Valaris (VAL) stake by 1.4% in Q2 2026, selling an estimated $98K and leaving 74,053 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Creative Planning first reported a position in VAL in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.36M in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

Creative Planning held 74,053 shares of Valaris worth $5.38M as of Q2 2026.
Creative Planning sold 1,053 Valaris shares in Q2 2026, an estimated $98K.
Valaris made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1354 holding.
Creative Planning first reported a position in Valaris in Q1 2022 and has held it in 12 quarters since.
Creative Planning's Valaris position peaked at $7.36M in Q1 2026.
336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.