Loring Wolcott & Coolidge Fiduciary Advisors’s Valaris VAL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$363K	Hold	5,000	–	–	﹤0.01%	263
2026 Q1	$488K	Sell	5,000 -5,000	-50%	-$389K	﹤0.01%	239
2025 Q4	$583K	Hold	10,000	–	–	0.01%	223
2025 Q3	$563K	Hold	10,000	–	–	﹤0.01%	229
2025 Q2	$421K	Buy	10,000 +5,000	+100%	+$188K	﹤0.01%	221
2025 Q1	$154K	Hold	5,000	–	–	﹤0.01%	293
2024 Q4	$243K	Buy	+5,000	New	+$241K	﹤0.01%	265

Other funds holding VAL

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VAL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Valaris (VAL) position steady in Q2 2026 at 5,000 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q4 2025. 78 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,000 shares of Valaris worth $363K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Valaris share count unchanged in Q2 2026.
Valaris made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #263 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Valaris in Q4 2024 and has held it in 7 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Valaris position peaked at $583K in Q4 2025.
78 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.