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Valeo Financial Advisors’s SEACOR Marine Holdings SMHI Stock Holding History

Valeo Financial Advisors’s Portfolio SMHI Stock Details SMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$60.2K – 873
2025
Q4 		$60.2K Buy
+10,000
New +$66.1K ﹤0.01% 802
2025
Q1 		– Sell
-10,000
Closed -$65.6K – 760
2024
Q4 		$65.6K Buy
+10,000
New +$74.3K ﹤0.01% 713

Other funds holding SMHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Valeo Financial Advisors's SMHI Position: Q1 2026 in Review

Valeo Financial Advisors sold out of SEACOR Marine Holdings (SMHI) in Q1 2026, closing a stake of 10,000 shares — an estimated $60.2K sold.

Valeo Financial Advisors first reported a position in SMHI in Q4 2024 and held it in 2 quarters. The position peaked at $65.6K in Q4 2024. 91 funds tracked by Wall St. Rank hold SMHI as of Q1 2026.

  • Valeo Financial Advisors reported no remaining SEACOR Marine Holdings position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,000 SEACOR Marine Holdings shares in Q1 2026, an estimated $60.2K.
  • Valeo Financial Advisors first reported a position in SEACOR Marine Holdings in Q4 2024 and held it in 2 quarters.
  • Valeo Financial Advisors's SEACOR Marine Holdings position peaked at $65.6K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.