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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prestige Wealth Management Group's VAL Position: Q1 2026 in Review

Prestige Wealth Management Group held its Valaris (VAL) position steady in Q1 2026 at 37 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Prestige Wealth Management Group first reported a position in VAL in Q4 2023 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

Prestige Wealth Management Group held 37 shares of Valaris worth $3.63K as of Q1 2026.
Prestige Wealth Management Group left its Valaris share count unchanged in Q1 2026.
Valaris made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #621 holding.
Prestige Wealth Management Group first reported a position in Valaris in Q4 2023 and has held it in 6 quarters since.
357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.