Ridgewood Investments’s Valneva VALN Stock Holding History

Ridgewood Investments’s Portfolio VALN Stock Details VALN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-550	Closed	-$3.12K	–	664
2025 Q2	$3.12K	Hold	550	–	–	﹤0.01%	639
2025 Q1	$3.69K	Hold	550	–	–	﹤0.01%	580
2024 Q4	$2.4K	Hold	550	–	–	﹤0.01%	636
2024 Q3	$3.32K	Hold	550	–	–	﹤0.01%	631
2024 Q2	$3.86K	Buy	+550	New	+$4.4K	﹤0.01%	616
2023 Q3	–	Sell	-550	Closed	-$8.11K	–	738
2023 Q2	$8.11K	Buy	+550	New	+$6.78K	﹤0.01%	539

Other funds holding VALN

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

Ridgewood Investments's VALN Position: Q3 2025 in Review

Ridgewood Investments sold out of Valneva (VALN) in Q3 2025, closing a stake of 550 shares — an estimated $3.12K sold.

Ridgewood Investments first reported a position in VALN in Q2 2023 and held it in 6 quarters. The position peaked at $8.11K in Q2 2023. 18 funds tracked by Wall St. Rank hold VALN as of Q3 2025.

Ridgewood Investments reported no remaining Valneva position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 550 Valneva shares in Q3 2025, an estimated $3.12K.
Ridgewood Investments first reported a position in Valneva in Q2 2023 and held it in 6 quarters.
Ridgewood Investments's Valneva position peaked at $8.11K in Q2 2023.
18 funds tracked by Wall St. Rank held Valneva as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.