EverSource Wealth Advisors’s Valaris VAL Stock Holding History

EverSource Wealth Advisors’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	$85.7K	Sell	1,181 -458	-28%	-$42.6K	﹤0.01%	1459
2026 Q1	$161K	Buy	1,639 +3	+0.2%	+$234	﹤0.01%	1173
2025 Q4	$82.5K	Buy	1,636 +97	+6%	+$5.21K	﹤0.01%	1420
2025 Q3	$75.1K	Sell	1,539 -314	-17%	-$15.3K	﹤0.01%	1423
2025 Q2	$78K	Buy	1,853 +1,308	+240%	+$49.2K	﹤0.01%	1338
2025 Q1	$21.4K	Buy	545 +116	+27%	+$4.97K	﹤0.01%	1654
2024 Q4	$19K	Buy	429 +98	+30%	+$4.72K	﹤0.01%	1654
2024 Q3	$18.5K	Sell	331 -34	-9%	-$2.23K	﹤0.01%	1533
2024 Q2	$28.7K	Hold	365	–	–	﹤0.01%	1338
2024 Q1	$23.7K	Buy	365 +235	+181%	+$15.8K	﹤0.01%	1277
2023 Q4	$8.91K	Buy	130 +106	+442%	+$7.26K	﹤0.01%	1608
2023 Q3	$1.8K	Hold	24	–	–	﹤0.01%	2039
2023 Q2	$1.51K	Hold	24	–	–	﹤0.01%	2105
2023 Q1	$1.56K	Buy	+24	New	+$1.67K	﹤0.01%	2013

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 $3.38T 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 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

EverSource Wealth Advisors's VAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Valaris (VAL) stake by 28% in Q2 2026, selling an estimated $42.6K and leaving 1,181 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

EverSource Wealth Advisors first reported a position in VAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $161K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

EverSource Wealth Advisors held 1,181 shares of Valaris worth $85.7K as of Q2 2026.
EverSource Wealth Advisors sold 458 Valaris shares in Q2 2026, an estimated $42.6K.
Valaris made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1459 holding.
EverSource Wealth Advisors first reported a position in Valaris in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Valaris position peaked at $161K in Q1 2026.
336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.