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Steinberganna Wealth Management’s Valaris VAL Stock Holding History

Steinberganna 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
Q1 		$465K Buy
4,744
+111
+2% +$8.65K 0.22% 59
2025
Q4 		$234K Sell
4,633
-646
-12% -$34.7K 0.11% 105
2025
Q3 		$257K Buy
+5,279
New +$257K 0.12% 100

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steinberganna Wealth Management's VAL Position: Q1 2026 in Review

Steinberganna Wealth Management increased its Valaris (VAL) stake by 2.4% in Q1 2026, buying an estimated $8.65K and bringing the position to 4,744 shares worth $465K. The position accounts for 0.22% of the portfolio, ranked #59.

Steinberganna Wealth Management first reported a position in VAL in Q3 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Steinberganna Wealth Management held 4,744 shares of Valaris worth $465K as of Q1 2026.
  • Steinberganna Wealth Management bought 111 Valaris shares in Q1 2026, an estimated $8.65K.
  • Valaris made up 0.22% of Steinberganna Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Steinberganna Wealth Management first reported a position in Valaris in Q3 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Steinberganna Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.