Morgan Stanley
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Morgan Stanley’s Valaris VAL Stock Holding History

Morgan Stanley’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 		$164M Buy
2,264,366
+183,511
+9% +$17.1M 0.01% 1174
2026
Q1 		$204M Buy
2,080,855
+774,976
+59% +$60.4M 0.01% 931
2025
Q4 		$65.8M Sell
1,305,879
-120,288
-8% -$6.46M ﹤0.01% 1824
2025
Q3 		$69.6M Buy
1,426,167
+111,037
+8% +$5.42M ﹤0.01% 1725
2025
Q2 		$55.4M Sell
1,315,130
-385,270
-23% -$14.5M ﹤0.01% 1823
2025
Q1 		$66.8M Sell
1,700,400
-392,168
-19% -$16.8M ﹤0.01% 1556
2024
Q4 		$92.6M Buy
2,092,568
+1,547,656
+284% +$74.5M 0.01% 1311
2024
Q3 		$30.4M Sell
544,912
-602,292
-53% -$39.4M ﹤0.01% 2360
2024
Q2 		$85.5M Buy
1,147,204
+680,903
+146% +$49.3M 0.01% 1294
2024
Q1 		$35.1M Sell
466,301
-228,593
-33% -$15.3M ﹤0.01% 2098
2023
Q4 		$47.6M Buy
694,894
+342,073
+97% +$23.4M ﹤0.01% 1776
2023
Q3 		$26.5M Buy
352,821
+118,261
+50% +$8.69M ﹤0.01% 2164
2023
Q2 		$14.8M Sell
234,560
-121,287
-34% -$7.31M ﹤0.01% 2792
2023
Q1 		$23.2M Buy
355,847
+88,099
+33% +$6.14M ﹤0.01% 2261
2022
Q4 		$18.1M Sell
267,748
-223,563
-46% -$13.9M ﹤0.01% 2442
2022
Q3 		$24M Sell
491,311
-2,827
-0.6% -$136K ﹤0.01% 2000
2022
Q2 		$20.9M Buy
494,138
+372,336
+306% +$20M ﹤0.01% 2254
2022
Q1 		$6.33M Buy
121,802
+95,686
+366% +$4.14M ﹤0.01% 3428
2021
Q4 		$939K Buy
26,116
+14,328
+122% +$499K ﹤0.01% 5116
2021
Q3 		$412K Buy
11,788
+7,558
+179% +$217K ﹤0.01% 5612
2021
Q2 		$122K Buy
+4,230
New +$106K ﹤0.01% 6266

Other funds holding VAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley's VAL Position: Q2 2026 in Review

Morgan Stanley increased its Valaris (VAL) stake by 8.8% in Q2 2026, buying an estimated $17.1M and bringing the position to 2,264,366 shares worth $164M. The position accounts for 0.01% of the portfolio, ranked #1174.

Morgan Stanley first reported a position in VAL in Q2 2021 and has held it in 21 quarters since. The position peaked at $204M in Q1 2026. 335 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Morgan Stanley held 2,264,366 shares of Valaris worth $164M as of Q2 2026.
  • Morgan Stanley bought 183,511 Valaris shares in Q2 2026, an estimated $17.1M.
  • Valaris made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1174 holding.
  • Morgan Stanley first reported a position in Valaris in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Valaris position peaked at $204M in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.