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
Q1 		$232K Buy
+2,362
New +$184K ﹤0.01% 1487

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

United Capital Financial Advisors's VAL Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Valaris (VAL) in Q1 2026: 2,362 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings.

357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • United Capital Financial Advisors held 2,362 shares of Valaris worth $232K as of Q1 2026.
  • Valaris was a new United Capital Financial Advisors position in Q1 2026.
  • Valaris made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1487 holding.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.