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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Root Financial Partners sold out of Valvoline (VVV) in Q2 2026, closing a stake of 389 shares — an estimated $13.1K sold.

Root Financial Partners first reported a position in VVV in Q3 2025 and held it in 3 quarters. The position peaked at $13.3K in Q3 2025. 452 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Root Financial Partners reported no remaining Valvoline position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 389 Valvoline shares in Q2 2026, an estimated $13.1K.
  • Root Financial Partners first reported a position in Valvoline in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Valvoline position peaked at $13.3K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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