Spire Wealth Management
VAL icon

Spire Wealth Management’s Valaris VAL Stock Holding History

Spire Wealth Management’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
Q3 		$13.7K Buy
174
+141
+427% +$11.5K ﹤0.01% 1517
2026
Q2 		$2.4K Buy
+33
New +$3.07K ﹤0.01% 1973
2026
Q1 		– Sell
-10,453
Closed -$527K – 2409
2025
Q4 		$527K Sell
10,453
-251
-2% -$13.5K 0.02% 532
2025
Q3 		$522K Buy
10,704
+181
+2% +$8.83K 0.02% 517
2025
Q2 		$443K Buy
10,523
+3,998
+61% +$150K 0.02% 538
2025
Q1 		$256K Buy
6,525
+2,319
+55% +$99.4K 0.01% 764
2024
Q4 		$186K Buy
4,206
+821
+24% +$39.5K 0.01% 840
2024
Q3 		$189K Buy
3,385
+121
+4% +$7.92K 0.01% 741
2024
Q2 		$243K Buy
3,264
+1,653
+103% +$120K 0.01% 670
2024
Q1 		$121K Buy
1,611
+81
+5% +$5.43K ﹤0.01% 927
2023
Q4 		$101K Buy
+1,530
New +$105K ﹤0.01% 996

Other funds holding VAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Packer & Co
Packer & Co Cottesloe, Australia $289M AUM
Hara Capital
Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Spire Wealth Management's VAL Position: Q3 2026 in Review

Spire Wealth Management increased its Valaris (VAL) stake by 427% in Q3 2026, buying an estimated $11.5K and bringing the position to 174 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Spire Wealth Management first reported a position in VAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q4 2025. 129 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

  • Spire Wealth Management held 174 shares of Valaris worth $13.7K as of Q3 2026.
  • Spire Wealth Management bought 141 Valaris shares in Q3 2026, an estimated $11.5K.
  • Valaris made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1517 holding.
  • Spire Wealth Management first reported a position in Valaris in Q4 2023 and has held it in 11 quarters since.
  • Spire Wealth Management's Valaris position peaked at $527K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.