PWPS
VAL icon

Pinnacle Wealth Planning Services’s Valaris VAL Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.8K Hold
190
– – ﹤0.01% 1946
2026
Q1 		$18.6K Sell
190
-716
-79% -$55.8K ﹤0.01% 1726
2025
Q4 		$45.7K Buy
+906
New +$48.6K ﹤0.01% 1257

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

Pinnacle Wealth Planning Services's VAL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Valaris (VAL) position steady in Q2 2026 at 190 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Pinnacle Wealth Planning Services first reported a position in VAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.7K in Q4 2025. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 190 shares of Valaris worth $13.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Valaris share count unchanged in Q2 2026.
  • Valaris made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1946 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valaris in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Valaris position peaked at $45.7K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.