Sachetta’s Valaris VAL Stock Holding History

Sachetta’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	$5.52K	Buy	76 +1	+1%	+$93	﹤0.01%	622
2026 Q1	$7.35K	Hold	75	–	–	﹤0.01%	530
2025 Q4	$3.78K	Hold	75	–	–	﹤0.01%	620
2025 Q3	$3.66K	Hold	75	–	–	﹤0.01%	683
2025 Q2	$3.16K	Buy	+75	New	+$2.82K	﹤0.01%	694
2025 Q1	–	Sell	-29	Closed	-$1.28K	–	1213
2024 Q4	$1.28K	Buy	+29	New	+$1.4K	﹤0.01%	929

Other funds holding VAL

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return