TWD
VVV icon

True Wealth Design’s Valvoline VVV Stock Holding History

True Wealth Design’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$144 – 2837
2025
Q3 		$144 Buy
4
+3
+300% +$115 ﹤0.01% 2375
2025
Q2 		$38 Sell
1
-46
-98% -$1.61K ﹤0.01% 2435
2025
Q1 		$1.64K Buy
47
+46
+4,600% +$1.68K ﹤0.01% 1081
2024
Q4 		$37 Buy
+1
New +$40 ﹤0.01% 1326

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

True Wealth Design's VVV Position: Q4 2025 in Review

True Wealth Design sold out of Valvoline (VVV) in Q4 2025, closing a stake of 4 shares — an estimated $144 sold.

True Wealth Design first reported a position in VVV in Q4 2024 and held it in 4 quarters. The position peaked at $1.64K in Q1 2025. 373 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • True Wealth Design reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 4 Valvoline shares in Q4 2025, an estimated $144.
  • True Wealth Design first reported a position in Valvoline in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Valvoline position peaked at $1.64K in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.