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Meridian Wealth Management’s Valvoline VVV Stock Holding History

Meridian Wealth Management’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
Q4 		– Sell
-6,258
Closed -$225K – 786
2025
Q3 		$225K Sell
6,258
-1,000
-14% -$38.2K 0.01% 650
2025
Q2 		$275K Sell
7,258
-800
-10% -$28K 0.01% 573
2025
Q1 		$280K Buy
8,058
+443
+6% +$16.2K 0.01% 532
2024
Q4 		$276K Buy
7,615
+408
+6% +$16.3K 0.01% 533
2024
Q3 		$302K Sell
7,207
-1
-0% -$42 0.01% 518
2024
Q2 		$311K Buy
+7,208
New +$303K 0.04% 232
2024
Q1 		– Sell
-9,208
Closed -$346K – 565
2023
Q4 		$346K Hold
9,208
– – 0.02% 463
2023
Q3 		$297K Sell
9,208
-86
-0.9% -$3.02K 0.02% 456
2023
Q2 		$349K Sell
9,294
-99,914
-91% -$3.63M 0.03% 399
2023
Q1 		$3.82M Buy
109,208
+200
+0.2% +$6.96K 0.33% 67
2022
Q4 		$3.56M Hold
109,008
– – 0.35% 63
2022
Q3 		$2.76M Sell
109,008
-350
-0.3% -$10.2K 0.3% 83
2022
Q2 		$3.15M Hold
109,358
– – 0.26% 97
2022
Q1 		$3.45M Buy
109,358
+25,000
+30% +$817K 0.38% 57
2021
Q4 		$3.15M Buy
84,358
+26,396
+46% +$921K 0.34% 68
2021
Q3 		$1.81M Buy
57,962
+51,500
+797% +$1.6M 0.22% 92
2021
Q2 		$210K Buy
+6,462
New +$201K 0.03% 363
2019
Q3 		– Sell
-1,358
Closed -$265 – 500
2019
Q2 		$265 Buy
+1,358
New +$25.1K 0.01% 485

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Meridian Wealth Management's VVV Position: Q4 2025 in Review

Meridian Wealth Management sold out of Valvoline (VVV) in Q4 2025, closing a stake of 6,258 shares — an estimated $225K sold.

Meridian Wealth Management first reported a position in VVV in Q2 2019 and held it in 18 quarters. The position peaked at $3.82M in Q1 2023. 370 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • Meridian Wealth Management reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 6,258 Valvoline shares in Q4 2025, an estimated $225K.
  • Meridian Wealth Management first reported a position in Valvoline in Q2 2019 and held it in 18 quarters.
  • Meridian Wealth Management's Valvoline position peaked at $3.82M in Q1 2023.
  • 370 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.