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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
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 $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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Twin Peaks Wealth Advisors's VAL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Valaris (VAL) in Q1 2026: 11 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VAL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VAL in Q2 2025 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 11 shares of Valaris worth $1.08K as of Q1 2026.
  • Valaris was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Valaris made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1881 holding.
  • Twin Peaks Wealth Advisors first reported a position in Valaris in Q2 2025 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.