MIM
VVV icon

Morningstar Investment Management’s Valvoline VVV Stock Holding History

Morningstar Investment 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
-53,735
Closed -$1.93M – 472
2025
Q3 		$1.93M Buy
+53,735
New +$2.05M 0.07% 254

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 $113B AUM 38.87% 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 $8.65B AUM 9.66% 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

Morningstar Investment Management's VVV Position: Q4 2025 in Review

Morningstar Investment Management sold out of Valvoline (VVV) in Q4 2025, closing a stake of 53,735 shares — an estimated $1.93M sold.

Morningstar Investment Management first reported a position in VVV in Q3 2025 and held it in 1 quarter. The position peaked at $1.93M in Q3 2025. 371 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • Morningstar Investment Management reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 53,735 Valvoline shares in Q4 2025, an estimated $1.93M.
  • Morningstar Investment Management first reported a position in Valvoline in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Valvoline position peaked at $1.93M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.