Steward Partners Investment Advisory’s Valaris VAL Stock Holding History

Steward Partners Investment Advisory’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	$186K	Buy	2,563 +1,563	+156%	+$145K	﹤0.01%	2272
2026 Q1	$98K	Buy	+1,000	New	+$77.9K	﹤0.01%	2382
2025 Q3	–	Sell	-11,534	Closed	-$486K	–	4399
2025 Q2	$486K	Buy	11,534 +3,643	+46%	+$137K	﹤0.01%	1320
2025 Q1	$310K	Buy	7,891 +7,521	+2,033%	+$322K	﹤0.01%	1427
2024 Q4	$16.4K	Buy	370 +160	+76%	+$7.7K	﹤0.01%	2889
2024 Q3	$11.7K	Hold	210	–	–	﹤0.01%	2885
2024 Q2	$15.6K	Hold	210	–	–	﹤0.01%	2618
2024 Q1	$15.8K	Hold	210	–	–	﹤0.01%	2619
2023 Q4	$14.4K	Hold	210	–	–	﹤0.01%	2550
2023 Q3	$15.7K	Buy	210 +75	+56%	+$5.51K	﹤0.01%	2420
2023 Q2	$8.5K	Hold	135	–	–	﹤0.01%	2621
2023 Q1	$8.78K	Buy	+135	New	+$9.41K	﹤0.01%	2586

Other funds holding VAL

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Partners Investment Advisory's VAL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Valaris (VAL) stake by 156% in Q2 2026, buying an estimated $145K and bringing the position to 2,563 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Steward Partners Investment Advisory first reported a position in VAL in Q1 2023 and has held it in 12 quarters since. The position peaked at $486K in Q2 2025. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

Steward Partners Investment Advisory held 2,563 shares of Valaris worth $186K as of Q2 2026.
Steward Partners Investment Advisory bought 1,563 Valaris shares in Q2 2026, an estimated $145K.
Valaris made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2272 holding.
Steward Partners Investment Advisory first reported a position in Valaris in Q1 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Valaris position peaked at $486K in Q2 2025.
336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.