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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
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 $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

Rialto Wealth Management's VAL Position: Q1 2026 in Review

Rialto Wealth Management increased its Valaris (VAL) stake by 10% in Q1 2026, buying an estimated $156 and bringing the position to 22 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Rialto Wealth Management first reported a position in VAL in Q2 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Rialto Wealth Management held 22 shares of Valaris worth $2.16K as of Q1 2026.
  • Rialto Wealth Management bought 2 Valaris shares in Q1 2026, an estimated $156.
  • Valaris made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #837 holding.
  • Rialto Wealth Management first reported a position in Valaris in Q2 2025 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.