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
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
-923,487
-66% -$61.9M ﹤0.01% 2098
2023
Q4 		$95.3M Buy
1,389,788
+1,036,967
+294% +$71.1M ﹤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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's VAL Position: Q1 2026 in Review

Morgan Stanley increased its Valaris (VAL) stake by 59% in Q1 2026, buying an estimated $60.4M and bringing the position to 2,080,855 shares worth $204M. The position accounts for 0.01% of the portfolio, ranked #931.

Morgan Stanley first reported a position in VAL in Q2 2021 and has held it in 20 quarters since. 358 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Morgan Stanley held 2,080,855 shares of Valaris worth $204M as of Q1 2026.
  • Morgan Stanley bought 774,976 Valaris shares in Q1 2026, an estimated $60.4M.
  • Valaris made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #931 holding.
  • Morgan Stanley first reported a position in Valaris in Q2 2021 and has held it in 20 quarters since.
  • 358 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.