Creative Planning
VAL icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's VAL Position: Q1 2026 in Review

Creative Planning increased its Valaris (VAL) stake by 15% in Q1 2026, buying an estimated $777K and bringing the position to 75,106 shares worth $7.36M. The position accounts for 0.01% of the portfolio, ranked #903.

Creative Planning first reported a position in VAL in Q1 2022 and has held it in 11 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Creative Planning held 75,106 shares of Valaris worth $7.36M as of Q1 2026.
  • Creative Planning bought 9,976 Valaris shares in Q1 2026, an estimated $777K.
  • Valaris made up 0.01% of Creative Planning's portfolio in Q1 2026, its #903 holding.
  • Creative Planning first reported a position in Valaris in Q1 2022 and has held it in 11 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.