Fortitude Family Office’s Valvoline VVV Stock Holding History

Fortitude Family Office’s Portfolio VVV Stock Details VVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.35K	Buy	78 +1	+1%	+$34	﹤0.01%	1949
2026 Q2	$3.04K	Sell	77 -2	-3%	-$70	﹤0.01%	1301
2026 Q1	$2.66K	Buy	79 +60	+316%	+$2.08K	﹤0.01%	1176
2025 Q4	$552	Sell	19 -17	-47%	-$546	﹤0.01%	1670
2025 Q3	$1.29K	Buy	36 +5	+16%	+$191	﹤0.01%	1440
2025 Q2	$1.17K	Buy	+31	New	+$1.08K	﹤0.01%	1438

Other funds holding VVV

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

WAC

William Allan Corp Fort Collins, Colorado $199M AUM 32.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Fortitude Family Office's VVV Position: Q3 2026 in Review

Fortitude Family Office increased its Valvoline (VVV) stake by 1.3% in Q3 2026, buying an estimated $34 and bringing the position to 78 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Fortitude Family Office first reported a position in VVV in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.04K in Q2 2026. 38 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

Fortitude Family Office held 78 shares of Valvoline worth $2.35K as of Q3 2026.
Fortitude Family Office bought 1 Valvoline share in Q3 2026, an estimated $34.
Valvoline made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1949 holding.
Fortitude Family Office first reported a position in Valvoline in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Valvoline position peaked at $3.04K in Q2 2026.
38 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.