Root Financial Partners
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
Q3 		$21.3K Buy
+708
New +$24.3K ﹤0.01% 1516
2026
Q2 		– Sell
-389
Closed -$13.1K – 3137
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 $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's VVV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Valvoline (VVV) in Q3 2026: 708 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1516 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VVV as recently as Q1 2026.

Root Financial Partners first reported a position in VVV in Q3 2025 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • Root Financial Partners held 708 shares of Valvoline worth $21.3K as of Q3 2026.
  • Valvoline was a new Root Financial Partners position in Q3 2026.
  • Valvoline made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1516 holding.
  • Root Financial Partners first reported a position in Valvoline in Q3 2025 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.