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Scholtz & Company’s Valvoline VVV Stock Holding History

Scholtz & Company’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 		$4.69M Sell
118,584
-1,277
-1% -$44.4K 2.34% 17
2026
Q1 		$4.04M Buy
119,861
+45,876
+62% +$1.59M 2.07% 20
2025
Q4 		$2.15M Buy
73,985
+1,820
+3% +$58.4K 0.93% 34
2025
Q3 		$2.59M Buy
+72,165
New +$2.75M 1.14% 33

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

Scholtz & Company's VVV Position: Q2 2026 in Review

Scholtz & Company reduced its Valvoline (VVV) stake by 1.1% in Q2 2026, selling an estimated $44.4K and leaving 118,584 shares worth $4.69M. The position accounts for 2.34% of the portfolio, ranked #17.

Scholtz & Company first reported a position in VVV in Q3 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Scholtz & Company held 118,584 shares of Valvoline worth $4.69M as of Q2 2026.
  • Scholtz & Company sold 1,277 Valvoline shares in Q2 2026, an estimated $44.4K.
  • Valvoline made up 2.34% of Scholtz & Company's portfolio in Q2 2026, its #17 holding.
  • Scholtz & Company first reported a position in Valvoline in Q3 2025 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.