OneDigital Investment Advisors’s Valaris VAL Stock Holding History

OneDigital Investment 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	–	Sell	-2,340	Closed	-$229K	–	1653
2026 Q1	$229K	Buy	+2,340	New	+$182K	﹤0.01%	1335
2025 Q2	–	Sell	-9,672	Closed	-$380K	–	1512
2025 Q1	$380K	Buy	9,672 +736	+8%	+$31.5K	﹤0.01%	972
2024 Q4	$395K	Sell	8,936 -2,035	-19%	-$98K	﹤0.01%	992
2024 Q3	$612K	Buy	10,971 +8,028	+273%	+$526K	0.01%	859
2024 Q2	$219K	Buy	+2,943	New	+$213K	﹤0.01%	1247

Other funds holding VAL

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OneDigital Investment Advisors's VAL Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Valaris (VAL) in Q2 2026, closing a stake of 2,340 shares — an estimated $229K sold.

OneDigital Investment Advisors first reported a position in VAL in Q2 2024 and held it in 5 quarters. The position peaked at $612K in Q3 2024. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

OneDigital Investment Advisors reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 2,340 Valaris shares in Q2 2026, an estimated $229K.
OneDigital Investment Advisors first reported a position in Valaris in Q2 2024 and held it in 5 quarters.
OneDigital Investment Advisors's Valaris position peaked at $612K in Q3 2024.
336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.