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Sendero Wealth Management’s Valvoline VVV Stock Holding History

Sendero Wealth Management’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 		$1.47M Buy
37,283
+5,324
+17% +$185K 0.15% 98
2026
Q1 		$1.08M Buy
31,959
+13
+0% +$450 0.12% 101
2025
Q4 		$928K Buy
31,946
+3,850
+14% +$124K 0.1% 111
2025
Q3 		$1.01M Hold
28,096
– – 0.12% 98
2025
Q2 		$1.06M Buy
28,096
+241
+0.9% +$8.43K 0.13% 94
2025
Q1 		$970K Buy
27,855
+7,075
+34% +$258K 0.13% 93
2024
Q4 		$752K Buy
20,780
+5,363
+35% +$215K 0.11% 103
2024
Q3 		$645K Hold
15,417
– – 0.1% 105
2024
Q2 		$666K Hold
15,417
– – 0.11% 104
2024
Q1 		$687K Hold
15,417
– – 0.12% 106
2023
Q4 		$579K Buy
15,417
+5,864
+61% +$196K 0.11% 109
2023
Q3 		$308K Buy
+9,553
New +$336K 0.07% 134

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

Sendero Wealth Management's VVV Position: Q2 2026 in Review

Sendero Wealth Management increased its Valvoline (VVV) stake by 17% in Q2 2026, buying an estimated $185K and bringing the position to 37,283 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #98.

Sendero Wealth Management first reported a position in VVV in Q3 2023 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Sendero Wealth Management held 37,283 shares of Valvoline worth $1.47M as of Q2 2026.
  • Sendero Wealth Management bought 5,324 Valvoline shares in Q2 2026, an estimated $185K.
  • Valvoline made up 0.15% of Sendero Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Sendero Wealth Management first reported a position in Valvoline in Q3 2023 and has held it in 12 quarters since.
  • 452 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.