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Investment House LLC’s Valaris VAL Stock Holding History

Investment House LLC’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 		$2.25M Sell
30,985
-32,905
-52% -$3.06M 0.1% 117
2026
Q1 		$6.26M Sell
63,890
-8,784
-12% -$684K 0.33% 75
2025
Q4 		$3.66M Buy
+72,674
New +$3.9M 0.17% 93
2024
Q1 		– Sell
-10,000
Closed -$686K – 220
2023
Q4 		$686K Buy
+10,000
New +$685K 0.05% 136

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

Investment House LLC's VAL Position: Q2 2026 in Review

Investment House LLC reduced its Valaris (VAL) stake by 52% in Q2 2026, selling an estimated $3.06M and leaving 30,985 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #117.

Investment House LLC first reported a position in VAL in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.26M in Q1 2026. 335 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Investment House LLC held 30,985 shares of Valaris worth $2.25M as of Q2 2026.
  • Investment House LLC sold 32,905 Valaris shares in Q2 2026, an estimated $3.06M.
  • Valaris made up 0.1% of Investment House LLC's portfolio in Q2 2026, its #117 holding.
  • Investment House LLC first reported a position in Valaris in Q4 2023 and has held it in 4 quarters since.
  • Investment House LLC's Valaris position peaked at $6.26M in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.