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 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 $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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Partners Investment Advisory's VAL Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Valaris (VAL) in Q1 2026: 1,000 shares worth $98K. The stake represents ﹤0.01% of the portfolio and ranks #2382 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in VAL as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in VAL in Q1 2023 and has held it in 11 quarters since. The position peaked at $486K in Q2 2025. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

Steward Partners Investment Advisory held 1,000 shares of Valaris worth $98K as of Q1 2026.
Valaris was a new Steward Partners Investment Advisory position in Q1 2026.
Valaris made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2382 holding.
Steward Partners Investment Advisory first reported a position in Valaris in Q1 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Valaris position peaked at $486K in Q2 2025.
357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.