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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
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 $5.72T AUM 30.48% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Wealth Planning Services's VAL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Valaris (VAL) stake by 79% in Q1 2026, selling an estimated $55.8K and leaving 190 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Pinnacle Wealth Planning Services first reported a position in VAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $45.7K in Q4 2025. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 190 shares of Valaris worth $18.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 716 Valaris shares in Q1 2026, an estimated $55.8K.
  • Valaris made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1726 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valaris in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Valaris position peaked at $45.7K in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.