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Root Financial Partners’s Valaris VAL Stock Holding History

Root Financial Partners’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 		– Sell
-205
Closed -$20.1K – 3062
2026
Q1 		$20.1K Buy
205
+70
+52% +$5.45K ﹤0.01% 1321
2025
Q4 		$6.8K Buy
135
+40
+42% +$2.15K ﹤0.01% 1658
2025
Q3 		$4.63K Buy
+95
New +$4.63K ﹤0.01% 1754

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

Root Financial Partners's VAL Position: Q2 2026 in Review

Root Financial Partners sold out of Valaris (VAL) in Q2 2026, closing a stake of 205 shares — an estimated $20.1K sold.

Root Financial Partners first reported a position in VAL in Q3 2025 and held it in 3 quarters. The position peaked at $20.1K in Q1 2026. 335 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Root Financial Partners reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 205 Valaris shares in Q2 2026, an estimated $20.1K.
  • Root Financial Partners first reported a position in Valaris in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Valaris position peaked at $20.1K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.