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Mutual Advisors’s Valaris VAL Stock Holding History

Mutual Advisors’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 		$1.98M Sell
20,224
-2,176
-10% -$170K 0.04% 385
2025
Q4 		$1.13M Buy
22,400
+1,680
+8% +$90.2K 0.02% 538
2025
Q3 		$1.17M Buy
20,720
+823
+4% +$40.1K 0.03% 511
2025
Q2 		$1M Buy
19,897
+4,456
+29% +$168K 0.03% 516
2025
Q1 		$509K Buy
+15,441
New +$662K 0.01% 702

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Mutual Advisors's VAL Position: Q1 2026 in Review

Mutual Advisors reduced its Valaris (VAL) stake by 9.7% in Q1 2026, selling an estimated $170K and leaving 20,224 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #385.

Mutual Advisors first reported a position in VAL in Q1 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Mutual Advisors held 20,224 shares of Valaris worth $1.98M as of Q1 2026.
  • Mutual Advisors sold 2,176 Valaris shares in Q1 2026, an estimated $170K.
  • Valaris made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #385 holding.
  • Mutual Advisors first reported a position in Valaris in Q1 2025 and has held it in 5 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.