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Rise Advisors’s Valaris VAL Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-415
Closed -$20.2K – 1366
2025
Q3 		$20.2K Hold
415
– – 0.01% 566
2025
Q2 		$17.5K Hold
415
– – 0.01% 617
2025
Q1 		$16.3K Buy
415
+121
+41% +$5.19K 0.01% 634
2024
Q4 		$13K Hold
294
– – 0.01% 896
2024
Q3 		$16.4K Hold
294
– – 0.01% 821
2024
Q2 		$21.9K Hold
294
– – 0.01% 578
2024
Q1 		$22.1K Buy
+294
New +$19.7K 0.01% 584

Other funds holding VAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Rise Advisors's VAL Position: Q4 2025 in Review

Rise Advisors sold out of Valaris (VAL) in Q4 2025, closing a stake of 415 shares — an estimated $20.2K sold.

Rise Advisors first reported a position in VAL in Q1 2024 and held it in 7 quarters. The position peaked at $22.1K in Q1 2024. 340 funds tracked by Wall St. Rank hold VAL as of Q4 2025.

  • Rise Advisors reported no remaining Valaris position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 415 Valaris shares in Q4 2025, an estimated $20.2K.
  • Rise Advisors first reported a position in Valaris in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Valaris position peaked at $22.1K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Valaris as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.