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Twin Peaks Wealth Advisors’s Valaris VAL Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-11
Closed -$1.08K – 2106
2026
Q1 		$1.08K Buy
+11
New +$857 ﹤0.01% 1881
2025
Q3 		– Sell
-2
Closed -$93 – 2033
2025
Q2 		$93 Buy
+2
New +$75 ﹤0.01% 2127

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's VAL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Valaris (VAL) in Q2 2026, closing a stake of 11 shares — an estimated $1.08K sold.

Twin Peaks Wealth Advisors first reported a position in VAL in Q2 2025 and held it in 2 quarters. The position peaked at $1.08K in Q1 2026. 335 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 11 Valaris shares in Q2 2026, an estimated $1.08K.
  • Twin Peaks Wealth Advisors first reported a position in Valaris in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Valaris position peaked at $1.08K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.