UCFA
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United Capital Financial Advisors’s Valaris VAL Stock Holding History

United Capital Financial 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
-2,362
Closed -$232K – 1739
2026
Q1 		$232K Buy
+2,362
New +$184K ﹤0.01% 1487

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

United Capital Financial Advisors's VAL Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Valaris (VAL) in Q2 2026, closing a stake of 2,362 shares — an estimated $232K sold.

United Capital Financial Advisors first reported a position in VAL in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,362 Valaris shares in Q2 2026, an estimated $232K.
  • United Capital Financial Advisors first reported a position in Valaris in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's Valaris position peaked at $232K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.