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Essential Partners’s Valaris VAL Stock Holding History

Essential Partners’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 		$1.02K Hold
14
– – ﹤0.01% 2239
2026
Q1 		$1.37K Hold
14
– – ﹤0.01% 2134
2025
Q4 		$706 Sell
14
-3
-18% -$161 ﹤0.01% 2141
2025
Q3 		$829 Buy
17
+5
+42% +$244 ﹤0.01% 2081
2025
Q2 		$505 Buy
+12
New +$451 ﹤0.01% 1700

Other funds holding VAL

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Partners's VAL Position: Q2 2026 in Review

Essential Partners held its Valaris (VAL) position steady in Q2 2026 at 14 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Essential Partners first reported a position in VAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Essential Partners held 14 shares of Valaris worth $1.02K as of Q2 2026.
  • Essential Partners left its Valaris share count unchanged in Q2 2026.
  • Valaris made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2239 holding.
  • Essential Partners first reported a position in Valaris in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Valaris position peaked at $1.37K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.