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Harvest Investment Services’s Valaris VAL Stock Holding History

Harvest Investment Services’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 		– Sell
-5,033
Closed -$493K – 433
2026
Q1 		$493K Buy
+5,033
New +$392K 0.09% 204
2024
Q4 		– Sell
-6,438
Closed -$359K – 324
2024
Q3 		$359K Sell
6,438
-98
-1% -$6.42K 0.11% 167
2024
Q2 		$487K Sell
6,536
-234
-3% -$16.9K 0.19% 111
2024
Q1 		$510K Sell
6,770
-449
-6% -$30.1K 0.2% 106
2023
Q4 		$495K Sell
7,219
-240
-3% -$16.4K 0.23% 110
2023
Q3 		$559K Buy
+7,459
New +$548K 0.36% 74

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 $3.37T AUM 44.26% 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

Harvest Investment Services's VAL Position: Q2 2026 in Review

Harvest Investment Services sold out of Valaris (VAL) in Q2 2026, closing a stake of 5,033 shares — an estimated $493K sold.

Harvest Investment Services first reported a position in VAL in Q3 2023 and held it in 6 quarters. The position peaked at $559K in Q3 2023. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Harvest Investment Services reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • Harvest Investment Services sold 5,033 Valaris shares in Q2 2026, an estimated $493K.
  • Harvest Investment Services first reported a position in Valaris in Q3 2023 and held it in 6 quarters.
  • Harvest Investment Services's Valaris position peaked at $559K in Q3 2023.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.