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 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 $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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EverSource Wealth Advisors's VAL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Valaris (VAL) stake by 0.18% in Q1 2026, buying an estimated $234 and bringing the position to 1,639 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

EverSource Wealth Advisors first reported a position in VAL in Q1 2023 and has held it in 13 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

EverSource Wealth Advisors held 1,639 shares of Valaris worth $161K as of Q1 2026.
EverSource Wealth Advisors bought 3 Valaris shares in Q1 2026, an estimated $234.
Valaris made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1173 holding.
EverSource Wealth Advisors first reported a position in Valaris in Q1 2023 and has held it in 13 quarters since.
357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.