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MJT & Associates Financial Advisory’s Valaris VAL Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-50
Closed -$2.11K – 512
2025
Q2 		$2.11K Hold
50
– – ﹤0.01% 393
2025
Q1 		$1.96K Buy
+50
New +$2.14K ﹤0.01% 400

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MJT & Associates Financial Advisory's VAL Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Valaris (VAL) in Q3 2025, closing a stake of 50 shares — an estimated $2.11K sold.

MJT & Associates Financial Advisory first reported a position in VAL in Q1 2025 and held it in 2 quarters. The position peaked at $2.11K in Q2 2025. 332 funds tracked by Wall St. Rank hold VAL as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Valaris position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 50 Valaris shares in Q3 2025, an estimated $2.11K.
  • MJT & Associates Financial Advisory first reported a position in Valaris in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Valaris position peaked at $2.11K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Valaris as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.