Johnson Financial Group Inc (Wisconsin)’s Valvoline VVV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q2	–	Sell	-1,458	Closed	-$50.8K	–	914
2025 Q1	$50.8K	Buy	+1,458	New	+$53.2K	﹤0.01%	610
2024 Q1	–	Sell	-3,323	Closed	-$125K	–	993
2023 Q4	$125K	Buy	3,323 +1,032	+45%	+$34.5K	0.01%	351
2023 Q3	$73.9K	Buy	+2,291	New	+$80.5K	0.01%	343

Other funds holding VVV

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

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

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

Johnson Financial Group Inc (Wisconsin)'s VVV Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Valvoline (VVV) in Q2 2025, closing a stake of 1,458 shares — an estimated $50.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VVV in Q3 2023 and held it in 3 quarters. The position peaked at $125K in Q4 2023. 410 funds tracked by Wall St. Rank hold VVV as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Valvoline position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,458 Valvoline shares in Q2 2025, an estimated $50.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Valvoline in Q3 2023 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Valvoline position peaked at $125K in Q4 2023.
410 funds tracked by Wall St. Rank held Valvoline as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.