HHM Wealth Advisors’s Valaris VAL Stock Holding History

HHM 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
2025 Q4	–	Sell	-59	Closed	-$2.88K	–	894
2025 Q3	$2.88K	Buy	+59	New	+$2.88K	﹤0.01%	771

Other funds holding VAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $4.67B AUM 70.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HHM Wealth Advisors's VAL Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Valaris (VAL) in Q4 2025, closing a stake of 59 shares — an estimated $2.88K sold.

HHM Wealth Advisors first reported a position in VAL in Q3 2025 and held it in 1 quarter. The position peaked at $2.88K in Q3 2025. 339 funds tracked by Wall St. Rank hold VAL as of Q4 2025.

HHM Wealth Advisors reported no remaining Valaris position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 59 Valaris shares in Q4 2025, an estimated $2.88K.
HHM Wealth Advisors first reported a position in Valaris in Q3 2025 and held it in 1 quarter.
HHM Wealth Advisors's Valaris position peaked at $2.88K in Q3 2025.
339 funds tracked by Wall St. Rank held Valaris as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.