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United Capital Financial Advisors’s Valvoline VVV Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$316K Buy
+9,382
New +$324K ﹤0.01% 1321
2024
Q3 		– Sell
-9,193
Closed -$397K – 1091
2024
Q2 		$397K Buy
9,193
+728
+9% +$30.6K ﹤0.01% 772
2024
Q1 		$377K Buy
+8,465
New +$338K ﹤0.01% 809
2023
Q2 		– Sell
-6,268
Closed -$219K – 984
2023
Q1 		$219K Sell
6,268
-2,001
-24% -$69.6K ﹤0.01% 903
2022
Q4 		$270K Buy
+8,269
New +$250K ﹤0.01% 908
2022
Q3 		– Sell
-7,166
Closed -$207K – 1156
2022
Q2 		$207K Sell
7,166
-358
-5% -$11K ﹤0.01% 1052
2022
Q1 		$237K Buy
+7,524
New +$246K ﹤0.01% 1071
2018
Q4 		– Sell
-10,110
Closed -$217K – 1372
2018
Q3 		$217K Buy
10,110
+626
+7% +$13.6K ﹤0.01% 1229
2018
Q2 		$205K Buy
9,484
+203
+2% +$4.29K ﹤0.01% 1221
2018
Q1 		$205K Buy
9,281
+48
+0.5% +$1.14K ﹤0.01% 1228
2017
Q4 		$229K Hold
9,233
– – ﹤0.01% 1204
2017
Q3 		$217K Buy
9,233
+75
+0.8% +$1.68K ﹤0.01% 1211
2017
Q2 		$217K Buy
+9,158
New +$212K ﹤0.01% 1181

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

United Capital Financial Advisors opened a new position in Valvoline (VVV) in Q1 2026: 9,382 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in VVV as recently as Q2 2024.

United Capital Financial Advisors first reported a position in VVV in Q2 2017 and has held it in 13 quarters since. The position peaked at $397K in Q2 2024. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • United Capital Financial Advisors held 9,382 shares of Valvoline worth $316K as of Q1 2026.
  • Valvoline was a new United Capital Financial Advisors position in Q1 2026.
  • Valvoline made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1321 holding.
  • United Capital Financial Advisors first reported a position in Valvoline in Q2 2017 and has held it in 13 quarters since.
  • United Capital Financial Advisors's Valvoline position peaked at $397K in Q2 2024.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

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