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New Age Alpha Advisors’s Valaris VAL Stock Holding History

New Age Alpha 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
Q2 		$250K Sell
3,447
-156
-4% -$14.5K 0.01% 727
2026
Q1 		$353K Sell
3,603
-71
-2% -$5.53K 0.02% 547
2025
Q4 		$185K Sell
3,674
-2,344
-39% -$126K 0.01% 619
2025
Q3 		$273K Buy
6,018
+2,978
+98% +$145K 0.01% 573
2025
Q2 		$128K Sell
3,040
-303
-9% -$11.4K 0.01% 695
2025
Q1 		$131K Sell
3,343
-646
-16% -$27.7K 0.01% 709
2024
Q4 		$176K Buy
+3,989
New +$192K 0.01% 678

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

New Age Alpha Advisors's VAL Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Valaris (VAL) stake by 4.3% in Q2 2026, selling an estimated $14.5K and leaving 3,447 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #727.

New Age Alpha Advisors first reported a position in VAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • New Age Alpha Advisors held 3,447 shares of Valaris worth $250K as of Q2 2026.
  • New Age Alpha Advisors sold 156 Valaris shares in Q2 2026, an estimated $14.5K.
  • Valaris made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #727 holding.
  • New Age Alpha Advisors first reported a position in Valaris in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Valaris position peaked at $353K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.