ORG Wealth Partners’s Valaris VAL Stock Holding History

ORG Wealth Partners’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
2025 Q2	–	Sell	-428	Closed	-$17.4K	–	689
2025 Q1	$17.4K	Buy	+428	New	+$18.3K	0.01%	464

Other funds holding VAL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

ORG Wealth Partners's VAL Position: Q2 2025 in Review

ORG Wealth Partners sold out of Valaris (VAL) in Q2 2025, closing a stake of 428 shares — an estimated $17.4K sold.

ORG Wealth Partners first reported a position in VAL in Q1 2025 and held it in 1 quarter. The position peaked at $17.4K in Q1 2025. 322 funds tracked by Wall St. Rank hold VAL as of Q2 2025.

ORG Wealth Partners reported no remaining Valaris position as of Q2 2025 after selling out during the quarter.
ORG Wealth Partners sold 428 Valaris shares in Q2 2025, an estimated $17.4K.
ORG Wealth Partners first reported a position in Valaris in Q1 2025 and held it in 1 quarter.
ORG Wealth Partners's Valaris position peaked at $17.4K in Q1 2025.
322 funds tracked by Wall St. Rank held Valaris as of Q2 2025.

Based on ORG Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.