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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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Spire Wealth Management's VAL Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Valaris (VAL) in Q2 2026: 33 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1973 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in VAL as recently as Q4 2025.

Spire Wealth Management first reported a position in VAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $527K in Q4 2025. 21 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Spire Wealth Management held 33 shares of Valaris worth $2.4K as of Q2 2026.
  • Valaris was a new Spire Wealth Management position in Q2 2026.
  • Valaris made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1973 holding.
  • Spire Wealth Management first reported a position in Valaris in Q4 2023 and has held it in 10 quarters since.
  • Spire Wealth Management's Valaris position peaked at $527K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.