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Measured Wealth Private Client Group’s Valvoline VVV Stock Holding History

Measured Wealth Private Client Group’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
2026
Q2 		$49.5K Buy
1,253
+410
+49% +$14.3K 0.01% 331
2026
Q1 		$28.4K Buy
+843
New +$29.2K 0.01% 388
2018
Q4 		– Sell
-334
Closed -$7K – 699
2018
Q3 		$7K Buy
+334
New +$7.25K ﹤0.01% 662

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Measured Wealth Private Client Group's VVV Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Valvoline (VVV) stake by 49% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,253 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #331.

Measured Wealth Private Client Group first reported a position in VVV in Q3 2018 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Measured Wealth Private Client Group held 1,253 shares of Valvoline worth $49.5K as of Q2 2026.
  • Measured Wealth Private Client Group bought 410 Valvoline shares in Q2 2026, an estimated $14.3K.
  • Valvoline made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #331 holding.
  • Measured Wealth Private Client Group first reported a position in Valvoline in Q3 2018 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.