Prestige Wealth Management Group’s Valaris VAL Stock Holding History

Prestige Wealth Management Group’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	$2.69K	Hold	37	–	–	﹤0.01%	715
2026 Q1	$3.63K	Hold	37	–	–	﹤0.01%	621
2025 Q4	$1.86K	Hold	37	–	–	﹤0.01%	777
2025 Q3	$1.8K	Hold	37	–	–	﹤0.01%	764
2025 Q2	$1.56K	Buy	+37	New	+$1.39K	﹤0.01%	785
2025 Q1	–	Sell	-10	Closed	-$443	–	1063
2024 Q4	$443	Buy	+10	New	+$481	﹤0.01%	981
2024 Q1	–	Sell	-13	Closed	-$892	–	1046
2023 Q4	$892	Buy	+13	New	+$891	﹤0.01%	873

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

Prestige Wealth Management Group's VAL Position: Q2 2026 in Review

Prestige Wealth Management Group held its Valaris (VAL) position steady in Q2 2026 at 37 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Prestige Wealth Management Group first reported a position in VAL in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.63K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

Prestige Wealth Management Group held 37 shares of Valaris worth $2.69K as of Q2 2026.
Prestige Wealth Management Group left its Valaris share count unchanged in Q2 2026.
Valaris made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #715 holding.
Prestige Wealth Management Group first reported a position in Valaris in Q4 2023 and has held it in 7 quarters since.
Prestige Wealth Management Group's Valaris position peaked at $3.63K in Q1 2026.
336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.