RFP
VVV icon

Root Financial Partners’s Valvoline VVV Stock Holding History

Root Financial Partners’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1K Buy
389
+161
+71% +$5.57K ﹤0.01% 1558
2025
Q4 		$6.63K Sell
228
-141
-38% -$4.53K ﹤0.01% 1669
2025
Q3 		$13.3K Buy
+369
New +$14.1K ﹤0.01% 1319

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Root Financial Partners's VVV Position: Q1 2026 in Review

Root Financial Partners increased its Valvoline (VVV) stake by 71% in Q1 2026, buying an estimated $5.57K and bringing the position to 389 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Root Financial Partners first reported a position in VVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q3 2025. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Root Financial Partners held 389 shares of Valvoline worth $13.1K as of Q1 2026.
  • Root Financial Partners bought 161 Valvoline shares in Q1 2026, an estimated $5.57K.
  • Valvoline made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1558 holding.
  • Root Financial Partners first reported a position in Valvoline in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Valvoline position peaked at $13.3K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.