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Garton & Associates Financial Advisors’s Valvoline VVV Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-549
Closed -$16K – 693
2025
Q4 		$16K Buy
+549
New +$17.6K 0.01% 709

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Garton & Associates Financial Advisors's VVV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Valvoline (VVV) in Q1 2026, closing a stake of 549 shares — an estimated $16K sold.

Garton & Associates Financial Advisors first reported a position in VVV in Q4 2025 and held it in 1 quarter. The position peaked at $16K in Q4 2025. 416 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Valvoline position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 549 Valvoline shares in Q1 2026, an estimated $16K.
  • Garton & Associates Financial Advisors first reported a position in Valvoline in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Valvoline position peaked at $16K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.