United Capital Financial Advisors
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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
Q2 		$320K Sell
8,095
-1,287
-14% -$44.8K ﹤0.01% 1341
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Valvoline (VVV) stake by 14% in Q2 2026, selling an estimated $44.8K and leaving 8,095 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

United Capital Financial Advisors first reported a position in VVV in Q2 2017 and has held it in 14 quarters since. The position peaked at $397K in Q2 2024. 454 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • United Capital Financial Advisors held 8,095 shares of Valvoline worth $320K as of Q2 2026.
  • United Capital Financial Advisors sold 1,287 Valvoline shares in Q2 2026, an estimated $44.8K.
  • Valvoline made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1341 holding.
  • United Capital Financial Advisors first reported a position in Valvoline in Q2 2017 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Valvoline position peaked at $397K in Q2 2024.
  • 454 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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