IFWM
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Institute for Wealth Management’s Valvoline VVV Stock Holding History

Institute for Wealth Management’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
Q2 		$67.8K Buy
+1,715
New +$59.6K 0.01% 796

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's VVV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Valvoline (VVV) in Q2 2026: 1,715 shares worth $67.8K. The stake represents 0.01% of the portfolio and ranks #796 among its holdings.

200 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Institute for Wealth Management held 1,715 shares of Valvoline worth $67.8K as of Q2 2026.
  • Valvoline was a new Institute for Wealth Management position in Q2 2026.
  • Valvoline made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #796 holding.
  • 200 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.