Lowe Wealth Advisors’s Valaris VAL Stock Holding History

Lowe Wealth 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
2025 Q3	$35.4K	Hold	725	–	–	0.01%	166
2025 Q2	$30.5K	Hold	725	–	–	0.01%	176
2025 Q1	$28.5K	Buy	+725	New	+$31.1K	0.01%	170

Other funds holding VAL

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

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lowe Wealth Advisors's VAL Position: Q3 2025 in Review

Lowe Wealth Advisors held its Valaris (VAL) position steady in Q3 2025 at 725 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #166.

Lowe Wealth Advisors first reported a position in VAL in Q1 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold VAL as of Q3 2025.

Lowe Wealth Advisors held 725 shares of Valaris worth $35.4K as of Q3 2025.
Lowe Wealth Advisors left its Valaris share count unchanged in Q3 2025.
Valaris made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #166 holding.
Lowe Wealth Advisors first reported a position in Valaris in Q1 2025 and has held it in 3 quarters since.
332 funds tracked by Wall St. Rank held Valaris as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.