Israel Englander’s Value Line VALU Stock Holding History

Israel Englander’s Portfolio VALU Stock Details VALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,552	Closed	-$334K	–	6487
2025 Q3	$334K	Buy	+8,552	New	+$327K	﹤0.01%	5292

Other funds holding VALU

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Israel Englander's VALU Position: Q4 2025 in Review

Israel Englander sold out of Value Line (VALU) in Q4 2025, closing a stake of 8,552 shares — an estimated $334K sold.

Israel Englander first reported a position in VALU in Q3 2025 and held it in 1 quarter. The position peaked at $334K in Q3 2025. 53 funds tracked by Wall St. Rank hold VALU as of Q4 2025.

Israel Englander reported no remaining Value Line position as of Q4 2025 after selling out during the quarter.
Israel Englander sold 8,552 Value Line shares in Q4 2025, an estimated $334K.
Israel Englander first reported a position in Value Line in Q3 2025 and held it in 1 quarter.
Israel Englander's Value Line position peaked at $334K in Q3 2025.
53 funds tracked by Wall St. Rank held Value Line as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.