IWC
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Integrated Wealth Concepts’s Valaris VAL Stock Holding History

Integrated Wealth Concepts’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 		$7.7K Buy
+106
New +$9.87K ﹤0.01% 4722

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

Integrated Wealth Concepts's VAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Valaris (VAL) in Q2 2026: 106 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #4722 among its holdings.

334 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Integrated Wealth Concepts held 106 shares of Valaris worth $7.7K as of Q2 2026.
  • Valaris was a new Integrated Wealth Concepts position in Q2 2026.
  • Valaris made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4722 holding.
  • 334 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.