MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Valaris VAL Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$36K Buy
458
+3
+0.7% +$245 ﹤0.01% 847
2026
Q2 		$33K Hold
455
– – ﹤0.01% 936
2026
Q1 		$44.6K Sell
455
-103
-18% -$8.02K ﹤0.01% 805
2025
Q4 		$28.1K Sell
558
-4
-0.7% -$215 ﹤0.01% 987
2025
Q3 		$27.4K Buy
562
+139
+33% +$6.78K ﹤0.01% 991
2025
Q2 		$17.8K Sell
423
-61
-13% -$2.3K ﹤0.01% 1148
2025
Q1 		$19K Buy
484
+215
+80% +$9.22K ﹤0.01% 1043
2024
Q4 		$11.9K Buy
269
+172
+177% +$8.28K ﹤0.01% 1191
2024
Q3 		$5.41K Buy
97
+47
+94% +$3.08K ﹤0.01% 1351
2024
Q2 		$3.72K Sell
50
-11
-18% -$797 ﹤0.01% 1415
2024
Q1 		$4.59K Buy
61
+50
+455% +$3.35K ﹤0.01% 1302
2023
Q4 		$754 Sell
11
-19
-63% -$1.3K ﹤0.01% 1734
2023
Q3 		$2.25K Buy
30
+13
+76% +$955 ﹤0.01% 1474
2023
Q2 		$1.07K Sell
17
-3
-15% -$181 ﹤0.01% 1639
2023
Q1 		$1.3K Buy
+20
New +$1.4K ﹤0.01% 1534

Other funds holding VAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Packer & Co
Packer & Co Cottesloe, Australia $289M AUM
Hara Capital
Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

MassMutual Private Wealth & Trust's VAL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Valaris (VAL) stake by 0.66% in Q3 2026, buying an estimated $245 and bringing the position to 458 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

MassMutual Private Wealth & Trust first reported a position in VAL in Q1 2023 and has held it in 15 quarters since. The position peaked at $44.6K in Q1 2026. 129 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

  • MassMutual Private Wealth & Trust held 458 shares of Valaris worth $36K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 3 Valaris shares in Q3 2026, an estimated $245.
  • Valaris made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #847 holding.
  • MassMutual Private Wealth & Trust first reported a position in Valaris in Q1 2023 and has held it in 15 quarters since.
  • MassMutual Private Wealth & Trust's Valaris position peaked at $44.6K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.