MAM
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Milestone Asset Management’s Valaris VAL Stock Holding History

Milestone Asset Management’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 		– Sell
-2,700
Closed -$265K – 290
2026
Q1 		$265K Buy
+2,700
New +$210K 0.05% 208

Other funds holding VAL

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Milestone Asset Management's VAL Position: Q2 2026 in Review

Milestone Asset Management sold out of Valaris (VAL) in Q2 2026, closing a stake of 2,700 shares — an estimated $265K sold.

Milestone Asset Management first reported a position in VAL in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 21 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Milestone Asset Management reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 2,700 Valaris shares in Q2 2026, an estimated $265K.
  • Milestone Asset Management first reported a position in Valaris in Q1 2026 and held it in 1 quarter.
  • Milestone Asset Management's Valaris position peaked at $265K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.