RWM
VAL icon

Rialto Wealth Management’s Valaris VAL Stock Holding History

Rialto Wealth Management’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 		$1.52K Sell
21
-1
-5% -$93 ﹤0.01% 1208
2026
Q1 		$2.16K Buy
22
+2
+10% +$156 ﹤0.01% 837
2025
Q4 		$1.01K Buy
20
+2
+11% +$107 ﹤0.01% 999
2025
Q3 		$878 Buy
18
+2
+13% +$98 ﹤0.01% 976
2025
Q2 		$674 Buy
+16
New +$602 ﹤0.01% 1008

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

Rialto Wealth Management's VAL Position: Q2 2026 in Review

Rialto Wealth Management reduced its Valaris (VAL) stake by 4.5% in Q2 2026, selling an estimated $93 and leaving 21 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Rialto Wealth Management first reported a position in VAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.16K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Valaris worth $1.52K as of Q2 2026.
  • Rialto Wealth Management sold 1 Valaris share in Q2 2026, an estimated $93.
  • Valaris made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1208 holding.
  • Rialto Wealth Management first reported a position in Valaris in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Valaris position peaked at $2.16K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.