Valeo Financial Advisors
RACE icon

Valeo Financial Advisors’s Ferrari RACE Stock Holding History

Valeo Financial Advisors’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$575K Buy
1,464
+209
+17% +$83.7K 0.01% 420
2026
Q2 		$467K Buy
1,255
+252
+25% +$87.6K 0.01% 470
2026
Q1 		$339K Sell
1,003
-141
-12% -$49.3K 0.01% 506
2025
Q4 		$424K Buy
1,144
+14
+1% +$5.6K 0.01% 507
2025
Q3 		$548K Buy
1,130
+44
+4% +$21.1K 0.01% 444
2025
Q2 		$532K Buy
1,086
+23
+2% +$10.7K 0.01% 438
2025
Q1 		$454K Buy
1,063
+42
+4% +$18.9K 0.01% 436
2024
Q4 		$434K Sell
1,021
-77
-7% -$34.7K 0.01% 445
2024
Q3 		$516K Buy
1,098
+137
+14% +$61.4K 0.01% 402
2024
Q2 		$392K Buy
961
+14
+1% +$5.82K 0.01% 453
2024
Q1 		$398K Sell
947
-123
-11% -$47.6K 0.01% 434
2023
Q4 		$362K Buy
1,070
+13
+1% +$4.34K 0.01% 435
2023
Q3 		$312K Buy
1,057
+13
+1% +$4.04K 0.01% 452
2023
Q2 		$339K Buy
+1,044
New +$304K 0.02% 403
2021
Q2 		– Sell
-50
Closed -$10K – 1503
2021
Q1 		$10K Sell
50
-100
-67% -$20.5K ﹤0.01% 1362
2020
Q4 		$34K Sell
150
-13
-8% -$2.65K ﹤0.01% 902
2020
Q3 		$30K Sell
163
-167
-51% -$31.1K ﹤0.01% 818
2020
Q2 		$56K Buy
330
+167
+102% +$26.9K 0.01% 679
2020
Q1 		$26K Buy
163
+13
+9% +$2.1K ﹤0.01% 814
2019
Q4 		$25K Hold
150
– – ﹤0.01% 864
2019
Q3 		$23K Hold
150
– – ﹤0.01% 814
2019
Q2 		$24K Hold
150
– – ﹤0.01% 798
2019
Q1 		$20K Hold
150
– – ﹤0.01% 791
2018
Q4 		$15K Sell
150
-9
-6% -$1.01K ﹤0.01% 790
2018
Q3 		$19K Hold
159
– – ﹤0.01% 794
2018
Q2 		$19K Sell
159
-41
-21% -$5.39K ﹤0.01% 787
2018
Q1 		$24K Buy
200
+100
+100% +$12.1K ﹤0.01% 664
2017
Q4 		$10K Hold
100
– – ﹤0.01% 841
2017
Q3 		$11K Buy
+100
New +$10.7K ﹤0.01% 681

Other funds holding RACE

Exor N.V.
Exor N.V. Amsterdam, Netherlands $26.6B AUM 9.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Italy
Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Valeo Financial Advisors's RACE Position: Q3 2026 in Review

Valeo Financial Advisors increased its Ferrari (RACE) stake by 17% in Q3 2026, buying an estimated $83.7K and bringing the position to 1,464 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #420.

Valeo Financial Advisors first reported a position in RACE in Q3 2017 and has held it in 29 quarters since. 598 funds tracked by Wall St. Rank hold RACE as of Q3 2026.

  • Valeo Financial Advisors held 1,464 shares of Ferrari worth $575K as of Q3 2026.
  • Valeo Financial Advisors bought 209 Ferrari shares in Q3 2026, an estimated $83.7K.
  • Ferrari made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #420 holding.
  • Valeo Financial Advisors first reported a position in Ferrari in Q3 2017 and has held it in 29 quarters since.
  • 598 funds tracked by Wall St. Rank held Ferrari as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.