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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
Q2 		$316K Sell
4,356
-388
-8% -$36.1K 0.13% 97
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 $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Steinberganna Wealth Management reduced its Valaris (VAL) stake by 8.2% in Q2 2026, selling an estimated $36.1K and leaving 4,356 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #97.

Steinberganna Wealth Management first reported a position in VAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $465K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Steinberganna Wealth Management held 4,356 shares of Valaris worth $316K as of Q2 2026.
  • Steinberganna Wealth Management sold 388 Valaris shares in Q2 2026, an estimated $36.1K.
  • Valaris made up 0.13% of Steinberganna Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Steinberganna Wealth Management first reported a position in Valaris in Q3 2025 and has held it in 4 quarters since.
  • Steinberganna Wealth Management's Valaris position peaked at $465K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

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