Purpose Unlimited Inc’s Valaris VAL Stock Holding History

Purpose Unlimited Inc’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	–	Sell	-261	Closed	-$13.2K	–	615
2025 Q4	$13.2K	Buy	+261	New	+$14K	﹤0.01%	293

Other funds holding VAL

BlackRock New York $6.73T AUM 46.02% 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 $4.67B AUM 70.24% 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 $3.37T AUM 44.26% 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

Purpose Unlimited Inc's VAL Position: Q1 2026 in Review

Purpose Unlimited Inc sold out of Valaris (VAL) in Q1 2026, closing a stake of 261 shares — an estimated $13.2K sold.

Purpose Unlimited Inc first reported a position in VAL in Q4 2025 and held it in 1 quarter. The position peaked at $13.2K in Q4 2025. 359 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

Purpose Unlimited Inc reported no remaining Valaris position as of Q1 2026 after selling out during the quarter.
Purpose Unlimited Inc sold 261 Valaris shares in Q1 2026, an estimated $13.2K.
Purpose Unlimited Inc first reported a position in Valaris in Q4 2025 and held it in 1 quarter.
Purpose Unlimited Inc's Valaris position peaked at $13.2K in Q4 2025.
359 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.