OneDigital Investment Advisors’s Valvoline VVV Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-7,273	Closed	-$275K	–	1549
2025 Q2	$275K	Buy	7,273 +162	+2%	+$5.66K	﹤0.01%	1212
2025 Q1	$248K	Buy	+7,111	New	+$260K	﹤0.01%	1215
2024 Q4	–	Sell	-5,435	Closed	-$227K	–	1524
2024 Q3	$227K	Buy	+5,435	New	+$231K	﹤0.01%	1294
2019 Q3	–	Sell	-60	Closed	-$1K	–	1152
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	1178
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	1099
2018 Q4	$1K	Buy	+60	New	+$1.2K	﹤0.01%	1083
2018 Q3	–	Sell	-60	Closed	-$1K	–	1268
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	1306
2018 Q1	$1K	Sell	60 -1,283	-96%	-$30.5K	﹤0.01%	1303
2017 Q4	$34K	Buy	1,343 +783	+140%	+$18.9K	﹤0.01%	621
2017 Q3	$13K	Hold	560	–	–	﹤0.01%	774
2017 Q2	$13K	Buy	+560	New	+$13K	﹤0.01%	890

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

OneDigital Investment Advisors's VVV Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Valvoline (VVV) in Q3 2025, closing a stake of 7,273 shares — an estimated $275K sold.

OneDigital Investment Advisors first reported a position in VVV in Q2 2017 and held it in 11 quarters. The position peaked at $275K in Q2 2025. 412 funds tracked by Wall St. Rank hold VVV as of Q3 2025.

OneDigital Investment Advisors reported no remaining Valvoline position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 7,273 Valvoline shares in Q3 2025, an estimated $275K.
OneDigital Investment Advisors first reported a position in Valvoline in Q2 2017 and held it in 11 quarters.
OneDigital Investment Advisors's Valvoline position peaked at $275K in Q2 2025.
412 funds tracked by Wall St. Rank held Valvoline as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.